SLG

Stanley-Laman Group Portfolio holdings

AUM $787M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
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
26
$5.07M 0.95%
+202,625
27
$5.04M 0.95%
+32,031
28
$4.96M 0.93%
38,755
+34,374
29
$4.86M 0.91%
+123,845
30
$4.8M 0.9%
78,734
+2,756
31
$4.78M 0.9%
+313,868
32
$4.77M 0.9%
+237,426
33
$4.63M 0.87%
169,756
-39,500
34
$4.4M 0.83%
+140,300
35
$4.21M 0.79%
142,382
-113,590
36
$3.43M 0.64%
90,009
-570
37
$3.34M 0.63%
+38,398
38
$3.27M 0.61%
21,441
-876
39
$3.24M 0.61%
64,214
-1,533
40
$3.16M 0.59%
58,434
-17,142
41
$3.16M 0.59%
83,900
-8,680
42
$3.15M 0.59%
67,964
-173,858
43
$3.09M 0.58%
101,080
-478
44
$3.05M 0.57%
36,505
-779
45
$2.94M 0.55%
+107,982
46
$2.81M 0.53%
44,395
-347
47
$2.75M 0.52%
34,823
-76,626
48
$2.73M 0.51%
61,497
+265
49
$2.48M 0.47%
44,932
-24,279
50
$2.47M 0.46%
17,037
-5,204
1
2
3 4 5