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
$369M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$2.82M
4
CVS icon
CVS Health
CVS
+$2.77M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$3.86M
2
+$2.55M
3
+$2.41M
4
GSK icon
GSK
GSK
+$2.38M
5
PPL icon
PPL Corp
PPL
+$2.23M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.59%
3 Consumer Staples 11.89%
4 Industrials 10.74%
5 Utilities 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$765K 0.21%
12,885
+191
102
$761K 0.21%
5,236
+32
103
$755K 0.2%
+18,236
104
$748K 0.2%
9,905
+91
105
$747K 0.2%
12,270
-114
106
$746K 0.2%
+8,563
107
$739K 0.2%
6,681
+3
108
$723K 0.2%
5,630
+50
109
$722K 0.2%
5,575
-2
110
$712K 0.19%
9,066
+234
111
$697K 0.19%
4,169
+223
112
$692K 0.19%
8,924
-8
113
$676K 0.18%
28,371
+171
114
$671K 0.18%
31,823
-1,172
115
$654K 0.18%
22,322
-143
116
$648K 0.18%
4,407
-73
117
$645K 0.18%
7,675
-22
118
$642K 0.17%
12,390
+219
119
$634K 0.17%
16,587
+63
120
$634K 0.17%
29,842
-4,597
121
$632K 0.17%
56,875
+4,855
122
$630K 0.17%
16,973
-142
123
$630K 0.17%
9,742
+1
124
$624K 0.17%
6,576
+148
125
$624K 0.17%
25,352
+67
3 4
5
6 7