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
$650M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$5.53M
3
+$5.33M
4
KVYO icon
Klaviyo
KVYO
+$4.85M
5
INTU icon
Intuit
INTU
+$4.44M

Top Sells

1
+$79M
2
+$11M
3
+$9.1M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$626K 0.1%
5,728
-50
127
$612K 0.09%
6,814
+2,833
128
$598K 0.09%
1,058
129
$584K 0.09%
14,000
130
$579K 0.09%
3,487
+804
131
$554K 0.09%
4,180
+45
132
$550K 0.08%
10,814
+1,156
133
$548K 0.08%
30,000
134
$546K 0.08%
21,065
-1,491
135
$538K 0.08%
10,093
136
$529K 0.08%
3,529
+1,081
137
$528K 0.08%
11,529
138
$520K 0.08%
6,198
139
$488K 0.08%
2,592
+6
140
$486K 0.07%
47,692
+4,387
141
$486K 0.07%
+1,002
142
$480K 0.07%
5,866
+83
143
$453K 0.07%
3,242
144
$449K 0.07%
3,802
+53
145
$447K 0.07%
1,202
-289
146
$444K 0.07%
1,422
-300
147
$438K 0.07%
2,092
148
$430K 0.07%
868
+243
149
$427K 0.07%
15,551
-1,165
150
$421K 0.06%
3,012
+136
4 5
6
7 8