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
$702M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.9M
3
+$8.79M
4
MPWR icon
Monolithic Power Systems
MPWR
+$8.5M
5
KLAC icon
KLA
KLAC
+$8.23M

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
SCCO icon
151
Southern Copper
SCCO
$150B
$378K 0.05%
+3,141
SHV icon
152
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$365K 0.05%
3,304
-86
HSY icon
153
Hershey
HSY
$40.4B
$338K 0.05%
1,807
-977
OEF icon
154
iShares S&P 100 ETF
OEF
$29.2B
$333K 0.05%
498
IEF icon
155
iShares 7-10 Year Treasury Bond ETF
IEF
$46B
$328K 0.05%
3,401
-215
SHY icon
156
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$327K 0.05%
3,938
-242
VTI icon
157
Vanguard Total Stock Market ETF
VTI
$582B
$313K 0.04%
954
+62
SPY icon
158
SPDR S&P 500 ETF Trust
SPY
$715B
$301K 0.04%
452
UVSP icon
159
Univest Financial
UVSP
$933M
$297K 0.04%
9,884
IJR icon
160
iShares Core S&P Small-Cap ETF
IJR
$94.4B
$278K 0.04%
2,340
-52
EPD icon
161
Enterprise Products Partners
EPD
$70.3B
$257K 0.04%
8,204
NVS icon
162
Novartis
NVS
$275B
$256K 0.04%
2,000
BRK.B icon
163
Berkshire Hathaway Class B
BRK.B
$1.06T
$251K 0.04%
500
SXT icon
164
Sensient Technologies
SXT
$4.08B
$250K 0.04%
2,667
MCD icon
165
McDonald's
MCD
$220B
$248K 0.04%
817
-754
BSX icon
166
Boston Scientific
BSX
$133B
$244K 0.03%
2,500
MRK icon
167
Merck
MRK
$275B
$228K 0.03%
2,718
-1,012
QCOM icon
168
Qualcomm
QCOM
$173B
$224K 0.03%
1,344
-432
ELV icon
169
Elevance Health
ELV
$82.9B
$215K 0.03%
666
-7,636
SYK icon
170
Stryker
SYK
$137B
$215K 0.03%
581
-220
EGRX
171
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$32.4K ﹤0.01%
12,000
APPF icon
172
AppFolio
APPF
$7.65B
– –
-25,615
APPN icon
173
Appian
APPN
$2.19B
– –
-143,832
S icon
174
SentinelOne
S
$4.79B
– –
-347,518
CHD icon
175
Church & Dwight Co
CHD
$21.7B
– –
-2,375
5 6
7
8 9