SLG

Stanley-Laman Group Portfolio holdings

AUM $702M
1-Year Est. Return 25.77%
This Quarter Est. Return
1 Year Est. Return
+25.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$754K
3
+$421K
4
GLW icon
Corning
GLW
+$350K
5
WPC icon
W.P. Carey
WPC
+$320K

Top Sells

1
+$990K
2
+$668K
3
+$530K
4
NVDA icon
NVIDIA
NVDA
+$467K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$451K

Sector Composition

1 Technology 18.53%
2 Industrials 16.81%
3 Healthcare 10.71%
4 Consumer Discretionary 7.02%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,184
252
– –
-2,185
253
– –
-5,109
254
– –
-2,106
255
– –
-9,970
7 8 9 10
11