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

Top Buys

1
+$1.16M
2
+$754K
3
+$421K
4
GLW icon
Corning
GLW
+$350K
5
WPC icon
W.P. Carey
WPC
+$320K

Top Sells

1
+$990K
2
+$668K
3
+$530K
4
NVDA icon
NVIDIA
NVDA
+$467K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$451K

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
126
$992K 0.23%
11,351
+126
127
$991K 0.23%
6,366
-34
128
$976K 0.23%
16,934
+333
129
$976K 0.23%
18,076
-1,349
130
$970K 0.23%
44,357
-1,915
131
$960K 0.23%
6,580
-686
132
$955K 0.23%
10,201
+34
133
$924K 0.22%
7,939
+616
134
$897K 0.21%
20,103
+201
135
$879K 0.21%
52,774
+472
136
$878K 0.21%
22,900
+1,943
137
$868K 0.2%
8,236
+1,275
138
$827K 0.2%
25,565
+2,463
139
$809K 0.19%
11,413
+1,621
140
$805K 0.19%
4,566
-594
141
$790K 0.19%
10,070
+1,811
142
$790K 0.19%
4,655
-237
143
$780K 0.18%
18,955
-3,910
144
$754K 0.18%
+3,817
145
$751K 0.18%
18,693
-2,249
146
$714K 0.17%
11,856
-961
147
$696K 0.16%
20,897
+2,751
148
$667K 0.16%
8,417
-829
149
$664K 0.16%
15,060
-2,693
150
$649K 0.15%
21,505
-1,786
4 5
6
7 8