SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.3M
3
+$11.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.14M
5
ADBE icon
Adobe
ADBE
+$5.73M

Top Sells

1
+$52M
2
+$14.1M
3
+$11.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$9.78M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$9.77M

Sector Composition

1 Technology 4.4%
2 Financials 2.9%
3 Communication Services 2.79%
4 Healthcare 2.75%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$87K 0.01%
+10,648
152
$71K ﹤0.01%
40,000
153
$20K ﹤0.01%
+13,125
154
$20K ﹤0.01%
12,500
155
– –
-3,703
156
– –
-3,509
157
– –
-5,355
158
– –
-34,364
159
– –
-17,248
160
– –
-769
161
– –
-2,487
162
– –
-48,618
163
– –
-27,383
164
– –
-4,494
3 4 5 6
7