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
$417M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$560K
2 +$322K
3 +$321K
4
PANW icon
Palo Alto Networks
PANW
+$292K
5
ESTC icon
Elastic
ESTC
+$285K

Top Sells

1 +$640K
2 +$386K
3 +$385K
4
LMT icon
Lockheed Martin
LMT
+$307K
5
FCN icon
FTI Consulting
FCN
+$294K

Sector Composition

1 Technology 18.62%
2 Industrials 16.04%
3 Healthcare 12.16%
4 Consumer Discretionary 6.59%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.17M 0.28%
10,614
-9
102
$1.16M 0.28%
24,365
-222
103
$1.16M 0.28%
27,457
-4,488
104
$1.16M 0.28%
8,311
+221
105
$1.13M 0.27%
7,241
+190
106
$1.12M 0.27%
15,438
-406
107
$1.11M 0.27%
28,620
+805
108
$1.08M 0.26%
11,865
+231
109
$1.08M 0.26%
18,108
+776
110
$1.06M 0.25%
20,849
+712
111
$1.04M 0.25%
49,874
+1,205
112
$1.04M 0.25%
6,264
-58
113
$1.04M 0.25%
25,541
-6,055
114
$1.02M 0.24%
6,935
+158
115
$1.02M 0.24%
27,292
-145
116
$1.02M 0.24%
5,596
-1,448
117
$1.02M 0.24%
9,828
+400
118
$1.01M 0.24%
9,370
+279
119
$1M 0.24%
10,832
+368
120
$999K 0.24%
14,386
+24
121
$991K 0.24%
15,148
-28
122
$980K 0.24%
12,629
+1,421
123
$970K 0.23%
11,441
+32
124
$966K 0.23%
18,998
+774
125
$960K 0.23%
9,607
-34