SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 41.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$3.31M
3
+$3.16M
4
CMI icon
Cummins
CMI
+$2.14M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.04M

Top Sells

1
+$2.32M
2
+$1.66M
3
+$1.04M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$981K
5
CAG icon
Conagra Brands
CAG
+$916K

Sector Composition

1 Technology 23.63%
2 Industrials 18.02%
3 Financials 10.36%
4 Communication Services 8.86%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$214K 0.04%
3,266
277
$211K 0.04%
+12,492
278
$208K 0.04%
+2,075
279
$206K 0.04%
4,615
-20
280
$206K 0.04%
+12,026
281
$205K 0.04%
+4,205
282
$193K 0.04%
25,000
283
$183K 0.03%
20,276
284
$133K 0.02%
2,201
285
– –
-12,000
286
– –
-10,650
287
– –
-8,855
288
– –
-157,224
289
– –
-43,544
290
– –
-6,500
291
– –
-32,211
292
– –
-13,401
293
– –
-9,964
294
– –
-5,179
295
– –
-55,477
296
– –
-15,437
297
– –
-4,000
298
– –
-2,100
299
– –
-4,612
300
– –
-3,159
9 10 11
12
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