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
$787M
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.85M
3 +$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

1 +$3.36M
2 +$2M
3 +$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMAT icon
151
Applied Materials
AMAT
$295B
$536K 0.07%
2,085
+13
KEYS icon
152
Keysight
KEYS
$53.8B
$492K 0.06%
2,422
AEP icon
153
American Electric Power
AEP
$72.1B
$487K 0.06%
4,227
+23
BIV icon
154
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
$473K 0.06%
5,642
+34
IWD icon
155
iShares Russell 1000 Value ETF
IWD
$70.8B
$468K 0.06%
2,223
-373
CEG icon
156
Constellation Energy
CEG
$118B
$467K 0.06%
1,323
+22
ROK icon
157
Rockwell Automation
ROK
$46.3B
$465K 0.06%
1,195
MTZ icon
158
MasTec
MTZ
$24B
$464K 0.06%
2,136
VV icon
159
Vanguard Large-Cap ETF
VV
$47.4B
$461K 0.06%
+1,465
ZS icon
160
Zscaler
ZS
$23.7B
$460K 0.06%
+2,047
PWR icon
161
Quanta Services
PWR
$85.4B
$455K 0.06%
1,079
ABB
162
DELISTED
ABB Ltd
ABB
$452K 0.06%
6,117
SCCO icon
163
Southern Copper
SCCO
$181B
$451K 0.06%
3,168
IBM icon
164
IBM
IBM
$224B
$444K 0.06%
1,500
-196
SPXC icon
165
SPX Corp
SPXC
$11.2B
$435K 0.06%
2,176
SHV icon
166
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$434K 0.06%
3,944
+640
DDOG icon
167
Datadog
DDOG
$39.2B
$434K 0.06%
+3,194
SNOW icon
168
Snowflake
SNOW
$58.3B
$424K 0.05%
+1,932
IEI icon
169
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$422K 0.05%
3,532
+5
QCOM icon
170
Qualcomm
QCOM
$150B
$406K 0.05%
2,375
+1,031
EMR icon
171
Emerson Electric
EMR
$85.5B
$403K 0.05%
3,036
IP icon
172
International Paper
IP
$22.6B
$398K 0.05%
10,093
IEF icon
173
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
$397K 0.05%
4,133
+732
SHY icon
174
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$397K 0.05%
4,789
+851
ETN icon
175
Eaton
ETN
$147B
$387K 0.05%
1,214
+37