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
26
$4.61M 1.09%
95,308
-1,640
27
$4.6M 1.09%
84,171
-727
28
$4.53M 1.07%
23,856
-69
29
$4.36M 1.03%
66,328
-4,792
30
$4.12M 0.97%
16,256
-1,456
31
$4.01M 0.95%
153,957
-15,830
32
$4.01M 0.95%
315,360
-4,336
33
$3.35M 0.79%
15,733
-830
34
$3.32M 0.78%
39,600
-1,620
35
$3.23M 0.76%
10,930
-1,516
36
$3.11M 0.73%
64,860
-4,299
37
$2.95M 0.7%
79,420
-3,930
38
$2.79M 0.66%
15,759
-1,474
39
$2.64M 0.62%
18,547
+1,084
40
$2.57M 0.61%
64,959
-4,602
41
$2.48M 0.58%
29,127
+348
42
$2.45M 0.58%
12,194
+986
43
$2.43M 0.57%
40,611
-2,029
44
$2.43M 0.57%
25,747
-1,932
45
$2.42M 0.57%
18,900
+1,497
46
$2.33M 0.55%
51,992
+4,207
47
$2.33M 0.55%
24,613
-1,402
48
$2.25M 0.53%
39,900
-2,065
49
$2.22M 0.52%
68,200
-2,109
50
$2.14M 0.51%
34,866
-2,248
1
2
3 4 5