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
$405M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$503K
3 +$428K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$368K
5
ZEN
ZENDESK INC
ZEN
+$356K

Top Sells

1 +$1.37M
2 +$450K
3 +$349K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$329K
5
DXCM icon
DexCom
DXCM
+$326K

Sector Composition

1 Technology 19.2%
2 Industrials 16.97%
3 Healthcare 11.23%
4 Consumer Discretionary 6.77%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.12M 0.28%
56,184
-804
102
$1.11M 0.28%
14,239
-147
103
$1.1M 0.27%
24,205
-160
104
$1.09M 0.27%
9,832
+4
105
$1.07M 0.26%
6,695
-546
106
$1.05M 0.26%
8,615
-755
107
$1.05M 0.26%
19,425
-1,424
108
$1.04M 0.26%
6,274
+10
109
$1.04M 0.26%
25,272
-269
110
$1.04M 0.26%
30,448
-222
111
$1.03M 0.26%
6,400
-535
112
$1.03M 0.25%
14,691
-149
113
$1.02M 0.25%
26,136
-3,314
114
$1.02M 0.25%
7,465
+291
115
$999K 0.25%
12,315
-314
116
$994K 0.25%
11,718
+277
117
$990K 0.24%
9,970
-862
118
$974K 0.24%
19,902
-2,185
119
$958K 0.24%
16,549
-1,559
120
$952K 0.24%
11,225
+16
121
$944K 0.23%
9,515
-92
122
$943K 0.23%
5,160
-436
123
$940K 0.23%
7,266
-1,045
124
$884K 0.22%
22,865
-5,755
125
$867K 0.21%
10,167
-994