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
$424M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$757K
3
+$417K
4
GLW icon
Corning
GLW
+$349K
5
WPC icon
W.P. Carey
WPC
+$342K

Top Sells

1
+$990K
2
+$591K
3
+$473K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$431K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$429K

Sector Composition

1 Technology 18.53%
2 Industrials 16.81%
3 Healthcare 10.71%
4 Consumer Discretionary 7.02%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.27%
15,647
+675
102
$1.15M 0.27%
16,636
+1,945
103
$1.11M 0.26%
25,867
+3,073
104
$1.11M 0.26%
13,066
+1,348
105
$1.1M 0.26%
5,689
-158
106
$1.09M 0.26%
6,716
+21
107
$1.09M 0.26%
23,024
-1,181
108
$1.09M 0.26%
10,769
+1,254
109
$1.07M 0.25%
8,732
+117
110
$1.07M 0.25%
6,752
+478
111
$1.07M 0.25%
20,166
-824
112
$1.07M 0.25%
5,928
+876
113
$1.06M 0.25%
36,492
+4,755
114
$1.06M 0.25%
17,703
+1,142
115
$1.06M 0.25%
26,347
+211
116
$1.05M 0.25%
15,003
+1,835
117
$1.04M 0.25%
4,337
-73
118
$1.04M 0.25%
32,030
+1,582
119
$1.03M 0.24%
16,831
+282
120
$1.03M 0.24%
8,272
+807
121
$1.03M 0.24%
22,928
-2,711
122
$1.02M 0.24%
12,082
-233
123
$1.01M 0.24%
21,731
-3,541
124
$1M 0.24%
5,130
+635
125
$994K 0.23%
28,901
+3,674
3 4
5
6 7