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
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.05M
3
+$1.61M
4
MSM icon
MSC Industrial Direct
MSM
+$995K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$869K
5
KHC icon
Kraft Heinz
KHC
+$820K

Sector Composition

1 Technology 18.41%
2 Industrials 16.57%
3 Healthcare 11.27%
4 Consumer Discretionary 6.56%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$892K 0.22%
74,815
-585
127
$886K 0.22%
21,978
-1,121
128
$864K 0.21%
48,669
+5,801
129
$863K 0.21%
13,335
+598
130
$859K 0.21%
14,887
+653
131
$856K 0.21%
17,009
+103
132
$851K 0.21%
25,146
+165
133
$832K 0.2%
5,300
+284
134
$818K 0.2%
26,509
-1,063
135
$804K 0.2%
6,322
+32
136
$798K 0.19%
11,208
+761
137
$798K 0.19%
11,634
+590
138
$784K 0.19%
18,878
+855
139
$762K 0.19%
9,428
+35
140
$757K 0.18%
+18,530
141
$736K 0.18%
14,362
+56
142
$728K 0.18%
10,885
-272
143
$706K 0.17%
55,906
+2,682
144
$676K 0.16%
31,092
+1,779
145
$645K 0.16%
7,019
146
$629K 0.15%
23,893
+4,032
147
$627K 0.15%
+6,732
148
$598K 0.15%
5,153
-379
149
$593K 0.14%
6,741
+477
150
$574K 0.14%
+12,028
4 5
6
7 8