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
$323M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$3.33M
3 +$2.89M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$2.82M
5
VZ icon
Verizon
VZ
+$2.71M

Top Sells

1 +$10.1M
2 +$9.45M
3 +$2.63M
4
CMCSA icon
Comcast
CMCSA
+$1.54M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.43M

Sector Composition

1 Healthcare 11.9%
2 Technology 11.63%
3 Communication Services 10.75%
4 Consumer Discretionary 9.8%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$808K 0.25%
19,532
+308
127
$806K 0.25%
13,800
128
$802K 0.25%
+14,148
129
$801K 0.25%
+26,655
130
$793K 0.25%
76,802
+1,229
131
$790K 0.24%
5,406
+1,133
132
$750K 0.23%
17,878
-62,625
133
$746K 0.23%
11,621
+1,469
134
$746K 0.23%
30,554
+1,123
135
$744K 0.23%
45,295
+515
136
$739K 0.23%
4,615
+1,957
137
$723K 0.22%
+31,319
138
$720K 0.22%
10,109
+5,273
139
$712K 0.22%
14,192
-175
140
$706K 0.22%
5,263
+156
141
$695K 0.22%
17,811
+1,809
142
$690K 0.21%
12,875
+6,820
143
$684K 0.21%
10,009
+1,589
144
$675K 0.21%
+5,271
145
$672K 0.21%
5,000
146
$650K 0.2%
21,776
+8,344
147
$639K 0.2%
9,637
+6,465
148
$631K 0.2%
8,867
+5,189
149
$620K 0.19%
25,545
-1,300
150
$609K 0.19%
18,818
+9,889