SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$503K
3
+$428K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$368K
5
ZEN
ZENDESK INC
ZEN
+$356K

Top Sells

1
+$1.37M
2
+$450K
3
+$349K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$329K
5
DXCM icon
DexCom
DXCM
+$326K

Sector Composition

1 Technology 19.2%
2 Industrials 16.97%
3 Healthcare 11.23%
4 Consumer Discretionary 6.77%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.55%
37,114
-341
52
$2.2M 0.54%
42,640
-332
53
$2.08M 0.51%
38,640
-333
54
$2.04M 0.5%
58,700
-4,310
55
$2.03M 0.5%
23,570
-277
56
$1.89M 0.47%
38,736
-5,940
57
$1.87M 0.46%
4,791
-28
58
$1.81M 0.45%
18,911
-312
59
$1.78M 0.44%
11,164
-846
60
$1.76M 0.44%
38,029
-435
61
$1.75M 0.43%
31,172
-1,652
62
$1.71M 0.42%
16,876
-182
63
$1.71M 0.42%
24,211
-376
64
$1.7M 0.42%
26,878
+22
65
$1.69M 0.42%
47,126
-888
66
$1.64M 0.4%
37,339
-491
67
$1.63M 0.4%
10,461
-557
68
$1.61M 0.4%
27,708
-2,176
69
$1.57M 0.39%
8,687
-484
70
$1.54M 0.38%
53,944
-622
71
$1.5M 0.37%
20,596
+7
72
$1.5M 0.37%
16,774
-236
73
$1.43M 0.35%
31,889
-2,998
74
$1.41M 0.35%
79,094
-1,428
75
$1.4M 0.35%
98,294
-1,112
1 2
3
4 5