SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 41.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$6.07M
3
+$6.01M
4
VRT icon
Vertiv
VRT
+$5.77M
5
HPE icon
Hewlett Packard
HPE
+$5.58M

Top Sells

1
+$6.2M
2
+$6.15M
3
+$5.78M
4
SNPS icon
Synopsys
SNPS
+$5.48M
5
CDNS icon
Cadence Design Systems
CDNS
+$5.43M

Sector Composition

1 Technology 26.57%
2 Industrials 14.85%
3 Energy 10.79%
4 Healthcare 8.83%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XNTK icon
151
State Street SPDR NYSE Technology ETF
XNTK
$1.69B
$519K 0.06%
3,906
ABB
152
DELISTED
ABB Ltd
ABB
$492K 0.06%
6,117
IWD icon
153
iShares Russell 1000 Value ETF
IWD
$74.8B
$473K 0.06%
2,216
-7
EME icon
154
Emcor
EME
$35.9B
$468K 0.06%
634
+15
NOW icon
155
ServiceNow
NOW
$100B
$442K 0.05%
4,225
-3,700
VV icon
156
Vanguard Large-Cap ETF
VV
$49.8B
$439K 0.05%
1,469
+4
SPXC icon
157
SPX Corp
SPXC
$11.2B
$435K 0.05%
2,176
SHV icon
158
iShares 0-1 Year Treasury Bond ETF
SHV
$21.1B
$434K 0.05%
3,934
-10
ROK icon
159
Rockwell Automation
ROK
$46.7B
$429K 0.05%
1,195
BIV icon
160
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$429K 0.05%
5,179
-463
IEI icon
161
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$419K 0.05%
3,535
+3
DE icon
162
Deere & Co
DE
$159B
$413K 0.05%
+733
EMR icon
163
Emerson Electric
EMR
$82.2B
$398K 0.05%
3,036
SBUX icon
164
Starbucks
SBUX
$114B
$396K 0.05%
4,425
SHY icon
165
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$394K 0.05%
4,777
-12
IEF icon
166
iShares 7-10 Year Treasury Bond ETF
IEF
$49.7B
$393K 0.05%
4,121
-12
HSY icon
167
Hershey
HSY
$39B
$378K 0.05%
1,818
BLK icon
168
Blackrock
BLK
$163B
$370K 0.05%
385
+45
CEG icon
169
Constellation Energy
CEG
$107B
$365K 0.04%
1,308
-15
SOLS
170
Solstice Advanced Materials
SOLS
$12.9B
$364K 0.04%
4,782
+532
IBM icon
171
IBM
IBM
$238B
$364K 0.04%
1,500
IP icon
172
International Paper
IP
$19.7B
$360K 0.04%
10,093
SPGI icon
173
S&P Global
SPGI
$131B
$358K 0.04%
841
+135
WMT icon
174
Walmart Inc
WMT
$1.02T
$355K 0.04%
+2,860
VWO icon
175
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$345K 0.04%
+6,390
5 6
7
8 9