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
$532M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$61.1M
3
+$7.31M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.37M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$6.13M

Top Sells

1
+$8.39M
2
+$8.21M
3
+$7.21M
4
PEGA icon
Pegasystems
PEGA
+$6.39M
5
BIDU icon
Baidu
BIDU
+$5.9M

Sector Composition

1 Materials 8.17%
2 Technology 7.8%
3 Industrials 7.59%
4 Healthcare 7.48%
5 Financials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$98K 0.02%
13,976
+3,731
277
$97K 0.02%
15,976
+1,423
278
$90K 0.02%
4,000
279
$87K 0.02%
12,000
280
$78K 0.01%
13,325
281
$68K 0.01%
11,269
-62,593
282
$55K 0.01%
17,721
-12,550
283
$38K 0.01%
+12,000
284
$25K ﹤0.01%
2,430
+229
285
$7K ﹤0.01%
75
286
– –
-6,397
287
– –
-13,950
288
– –
-10,448
289
– –
-6,972
290
– –
-24,056
291
– –
-12,679
292
– –
-17,852
293
– –
-6,500
294
– –
-3,250
295
– –
-7,150
296
– –
-44,231
297
– –
-4,804
298
– –
-18,767
299
– –
-8,330
300
– –
-15,377
10 11
12
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