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
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.05M
3
+$1.61M
4
MSM icon
MSC Industrial Direct
MSM
+$995K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$869K
5
KHC icon
Kraft Heinz
KHC
+$820K

Sector Composition

1 Technology 18.41%
2 Industrials 16.57%
3 Healthcare 11.27%
4 Consumer Discretionary 6.56%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.33%
31,596
+5,982
77
$1.34M 0.33%
11,248
+393
78
$1.34M 0.32%
63,269
+245
79
$1.32M 0.32%
83,786
+586
80
$1.31M 0.32%
103,607
-6,900
81
$1.31M 0.32%
20,581
+1,242
82
$1.29M 0.31%
16,289
+530
83
$1.28M 0.31%
4,744
+108
84
$1.28M 0.31%
15,844
-3,304
85
$1.28M 0.31%
31,945
+6,462
86
$1.27M 0.31%
29,260
+459
87
$1.23M 0.3%
28,467
+1,325
88
$1.23M 0.3%
33,818
+1,464
89
$1.21M 0.29%
24,000
90
$1.19M 0.29%
7,044
+341
91
$1.19M 0.29%
10,623
+2,532
92
$1.19M 0.29%
11,249
+1
93
$1.19M 0.29%
22,126
-3,831
94
$1.18M 0.29%
13,851
+623
95
$1.17M 0.28%
58,884
-10,374
96
$1.14M 0.28%
7,197
+284
97
$1.14M 0.28%
26,725
+541
98
$1.13M 0.27%
8,090
+205
99
$1.13M 0.27%
5,461
-1,343
100
$1.12M 0.27%
15,176
-588
2 3
4
5 6