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
$424M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$757K
3
+$417K
4
GLW icon
Corning
GLW
+$349K
5
WPC icon
W.P. Carey
WPC
+$342K

Top Sells

1
+$990K
2
+$591K
3
+$473K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$431K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$429K

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
51
$2.13M 0.5%
29,024
-2,148
52
$1.98M 0.47%
312,609
53
$1.89M 0.45%
11,072
-2,111
54
$1.89M 0.45%
36,774
-1,866
55
$1.88M 0.44%
5,781
-161
56
$1.84M 0.43%
39,892
+1,156
57
$1.83M 0.43%
10,250
-914
58
$1.82M 0.43%
62,459
+3,759
59
$1.8M 0.43%
22,269
-1,301
60
$1.8M 0.43%
35,880
-2,149
61
$1.69M 0.4%
11,359
+898
62
$1.66M 0.39%
18,152
-759
63
$1.64M 0.39%
4,212
-579
64
$1.64M 0.39%
44,038
-3,088
65
$1.62M 0.38%
21,809
-415
66
$1.61M 0.38%
24,826
-2,052
67
$1.59M 0.37%
26,248
-1,460
68
$1.57M 0.37%
15,660
+1,421
69
$1.57M 0.37%
24,449
+18,008
70
$1.56M 0.37%
60,189
+4,005
71
$1.53M 0.36%
7,456
-1,231
72
$1.53M 0.36%
75,812
-3,282
73
$1.51M 0.36%
16,285
-591
74
$1.5M 0.35%
21,552
-2,659
75
$1.5M 0.35%
50,889
-3,055
1 2
3
4 5