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
$673M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$6.61M
3
+$6.1M
4
TENB icon
Tenable Holdings
TENB
+$6.06M
5
CIEN icon
Ciena
CIEN
+$5.94M

Top Sells

1
+$8.25M
2
+$7.73M
3
+$6.96M
4
CXM icon
Sprinklr
CXM
+$5.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.72M

Sector Composition

1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
126
American Electric Power
AEP
$64.9B
$642K 0.1%
6,188
+460
TSM icon
127
TSMC
TSM
$1.48T
$617K 0.09%
2,723
-764
MSCI icon
128
MSCI
MSCI
$42.5B
$610K 0.09%
1,058
GLW icon
129
Corning
GLW
$70.4B
$606K 0.09%
11,529
BK icon
130
Bank of New York Mellon
BK
$77B
$565K 0.08%
6,198
INFY icon
131
Infosys
INFY
$69B
$556K 0.08%
30,000
AMPL icon
132
Amplitude
AMPL
$1.43B
$542K 0.08%
43,691
-4,001
YOU icon
133
Clear Secure
YOU
$3.58B
$539K 0.08%
19,425
-1,640
IWD icon
134
iShares Russell 1000 Value ETF
IWD
$65B
$504K 0.07%
2,596
+4
XNTK icon
135
State Street SPDR NYSE Technology ETF
XNTK
$1.43B
$495K 0.07%
1,953
BIV icon
136
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$479K 0.07%
5,774
-92
IP icon
137
International Paper
IP
$19.7B
$473K 0.07%
10,093
HSY icon
138
Hershey
HSY
$36.3B
$462K 0.07%
2,784
+1,358
MCD icon
139
McDonald's
MCD
$219B
$459K 0.07%
1,571
+149
PSA icon
140
Public Storage
PSA
$48.1B
$458K 0.07%
1,560
+210
EXC icon
141
Exelon
EXC
$46.3B
$447K 0.07%
10,293
+1,412
IEI icon
142
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$444K 0.07%
3,724
-78
IBM icon
143
IBM
IBM
$286B
$442K 0.07%
1,500
ORCL icon
144
Oracle
ORCL
$635B
$425K 0.06%
1,946
-1,066
NCNO icon
145
nCino
NCNO
$2.96B
$400K 0.06%
14,290
-1,261
SHV icon
146
iShares Short Treasury Bond ETF
SHV
$20.7B
$374K 0.06%
3,390
-69
SO icon
147
Southern Company
SO
$99.9B
$373K 0.06%
4,058
+573
ABT icon
148
Abbott
ABT
$227B
$367K 0.05%
2,696
-1,484
KO icon
149
Coca-Cola
KO
$306B
$365K 0.05%
5,158
-4,280
CB icon
150
Chubb
CB
$116B
$358K 0.05%
1,237
+159
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6
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