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
$323M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.33M
3
+$2.89M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$2.82M
5
VZ icon
Verizon
VZ
+$2.71M

Top Sells

1
+$10.1M
2
+$9.45M
3
+$2.63M
4
CMCSA icon
Comcast
CMCSA
+$1.54M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.43M

Sector Composition

1 Healthcare 11.9%
2 Technology 11.63%
3 Communication Services 10.75%
4 Consumer Discretionary 9.8%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.6%
+81,656
52
$1.92M 0.59%
+20,753
53
$1.9M 0.59%
24,000
54
$1.85M 0.57%
38,012
+23,520
55
$1.8M 0.56%
8,041
-38
56
$1.79M 0.56%
147,906
+83,217
57
$1.77M 0.55%
46,798
+28,916
58
$1.73M 0.53%
32,449
+19,854
59
$1.71M 0.53%
25,551
+2,857
60
$1.69M 0.52%
31,655
+17,964
61
$1.69M 0.52%
13,200
62
$1.68M 0.52%
107,734
+67,488
63
$1.68M 0.52%
11,083
-191
64
$1.62M 0.5%
22,125
-1,300
65
$1.62M 0.5%
21,004
-10
66
$1.61M 0.5%
52,275
+2,208
67
$1.6M 0.5%
100,000
+52,899
68
$1.6M 0.49%
13,042
-10,625
69
$1.54M 0.48%
13,411
+2,961
70
$1.54M 0.48%
14,712
-75
71
$1.52M 0.47%
25,919
+18,665
72
$1.51M 0.47%
16,720
-1,625
73
$1.49M 0.46%
34,058
+20,775
74
$1.47M 0.46%
8,042
+1,102
75
$1.47M 0.45%
15,127
+1,792
1 2
3
4 5