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
351
– –
-8,967
352
– –
-20,621
353
– –
-27,191
354
– –
-6,700
355
– –
-10,968
356
– –
-25,859
357
– –
-16,494
358
– –
-4,562
359
– –
-19,638
360
– –
-15,779
361
– –
-11,005
362
– –
-9,720
363
– –
-4,940
364
– –
-35,348
365
– –
-52,806
366
– –
-1,235
367
– –
-14,630
368
– –
-17,535
369
– –
-1,100
370
– –
-10,780
371
– –
-5,501
372
– –
-11,542
373
– –
-11,794
11 12 13 14
15