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
$369M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$2.82M
4
CVS icon
CVS Health
CVS
+$2.77M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$3.86M
2
+$2.55M
3
+$2.41M
4
GSK icon
GSK
GSK
+$2.38M
5
PPL icon
PPL Corp
PPL
+$2.23M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.59%
3 Consumer Staples 11.89%
4 Industrials 10.74%
5 Utilities 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$622K 0.17%
10,173
127
$621K 0.17%
12,546
-2,343
128
$618K 0.17%
28,575
+907
129
$617K 0.17%
6,144
+121
130
$615K 0.17%
3,573
-20
131
$613K 0.17%
3,256
+25
132
$591K 0.16%
42,879
-91
133
$587K 0.16%
9,201
+127
134
$585K 0.16%
21,077
+1,890
135
$585K 0.16%
18,935
+318
136
$580K 0.16%
6,067
+433
137
$576K 0.16%
11,016
-111
138
$575K 0.16%
108,650
-2,000
139
$566K 0.15%
12,131
+171
140
$562K 0.15%
12,518
-3
141
$555K 0.15%
10,508
+896
142
$554K 0.15%
9,206
+39
143
$550K 0.15%
13,305
+199
144
$545K 0.15%
6,675
+870
145
$542K 0.15%
4,201
+373
146
$539K 0.15%
94,645
-2,814
147
$537K 0.15%
3,316
+94
148
$531K 0.14%
15,275
+178
149
$529K 0.14%
7,840
-456
150
$512K 0.14%
9,458
+230
4 5
6
7 8