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
$586M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.05M
3
+$3.62M
4
GPN icon
Global Payments
GPN
+$3.4M
5
OWL icon
Blue Owl Capital
OWL
+$2.96M

Top Sells

1
+$4.27M
2
+$3.73M
3
+$3.24M
4
GTLB icon
GitLab
GTLB
+$2.72M
5
MDB icon
MongoDB
MDB
+$2.58M

Sector Composition

1 Technology 36.08%
2 Industrials 13.65%
3 Energy 8.19%
4 Healthcare 7.99%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$531K 0.09%
100
127
$519K 0.09%
9,270
+100
128
$477K 0.08%
6,833
129
$432K 0.07%
2,158
130
$421K 0.07%
2,487
+42
131
$421K 0.07%
1,401
132
$384K 0.07%
7,695
-160
133
$383K 0.07%
14,000
-618
134
$368K 0.06%
1,396
+11
135
$365K 0.06%
6,792
136
$361K 0.06%
10,877
137
$356K 0.06%
3,459
+3
138
$347K 0.06%
3,242
-31,104
139
$342K 0.06%
4,925
140
$341K 0.06%
2,079
+1
141
$335K 0.06%
5,780
-1,000
142
$335K 0.06%
3,164
+147
143
$330K 0.06%
2,074
144
$315K 0.05%
5,907
145
$313K 0.05%
1,019
146
$309K 0.05%
2,070
-25,379
147
$307K 0.05%
11,204
148
$299K 0.05%
6,832
-54
149
$297K 0.05%
1,906
-4
150
$281K 0.05%
3,697
+282
4 5
6
7 8