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
101
$1.11M 0.27%
12,187
+485
102
$1.11M 0.27%
19,056
+806
103
$1.11M 0.27%
37,926
+1,734
104
$1.07M 0.26%
9,645
-421
105
$1.07M 0.26%
21,069
+1,694
106
$1.07M 0.26%
16,635
+709
107
$1.06M 0.26%
6,013
+351
108
$1.05M 0.26%
27,815
+1,180
109
$1.04M 0.25%
20,137
+1,208
110
$1.04M 0.25%
12,332
+66
111
$1.02M 0.25%
24,587
+1,071
112
$1M 0.24%
7,051
+282
113
$995K 0.24%
+12,025
114
$987K 0.24%
10,464
+517
115
$979K 0.24%
27,437
-1,429
116
$960K 0.23%
11,409
+890
117
$955K 0.23%
12,580
+3,057
118
$949K 0.23%
6,777
+316
119
$942K 0.23%
32,818
-194
120
$941K 0.23%
4,953
+232
121
$922K 0.22%
17,332
+901
122
$912K 0.22%
18,224
+457
123
$906K 0.22%
15,142
+962
124
$897K 0.22%
9,091
+537
125
$895K 0.22%
9,641
+27
3 4
5
6 7