SLG

Stanley-Laman Group Portfolio holdings

AUM $787M
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$8.15M
3
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

Top Sells

1
+$7.4M
2
+$7.37M
3
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
126
iShares Russell 1000 Value ETF
IWD
$68.9B
$528K 0.08%
2,596
NDAQ icon
127
Nasdaq
NDAQ
$48.2B
$526K 0.08%
5,951
-2,755
AME icon
128
Ametek
AME
$48.3B
$505K 0.07%
+2,687
VRT icon
129
Vertiv
VRT
$92.4B
$500K 0.07%
+3,313
LINC icon
130
Lincoln Educational Services
LINC
$1.28B
$495K 0.07%
+2,097
IBM icon
131
IBM
IBM
$225B
$479K 0.07%
1,696
+196
AEP icon
132
American Electric Power
AEP
$70.8B
$473K 0.07%
4,204
-1,984
BIV icon
133
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$472K 0.07%
5,608
-166
IP icon
134
International Paper
IP
$18.8B
$468K 0.07%
10,093
SPGI icon
135
S&P Global
SPGI
$127B
$465K 0.07%
956
-508
CAT icon
136
Caterpillar
CAT
$319B
$458K 0.07%
+960
MTZ icon
137
MasTec
MTZ
$24.9B
$455K 0.06%
+2,136
PWR icon
138
Quanta Services
PWR
$81.1B
$447K 0.06%
+1,079
ETN icon
139
Eaton
ETN
$136B
$440K 0.06%
+1,177
ABB
140
DELISTED
ABB Ltd
ABB
$440K 0.06%
+6,117
CEG icon
141
Constellation Energy
CEG
$99.6B
$428K 0.06%
+1,301
AMAT icon
142
Applied Materials
AMAT
$263B
$424K 0.06%
2,072
+322
KEYS icon
143
Keysight
KEYS
$47.4B
$424K 0.06%
+2,422
IEI icon
144
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$421K 0.06%
3,527
-197
ROK icon
145
Rockwell Automation
ROK
$39.8B
$418K 0.06%
+1,195
VST icon
146
Vistra
VST
$49.7B
$414K 0.06%
+2,115
BLK icon
147
Blackrock
BLK
$148B
$408K 0.06%
350
+10
SPXC icon
148
SPX Corp
SPXC
$9.69B
$406K 0.06%
+2,176
EME icon
149
Emcor
EME
$32.3B
$399K 0.06%
+615
EMR icon
150
Emerson Electric
EMR
$71.6B
$398K 0.06%
+3,036
4 5
6
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