SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$2.82M
4
CVS icon
CVS Health
CVS
+$2.77M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$3.86M
2
+$2.55M
3
+$2.41M
4
GSK icon
GSK
GSK
+$2.38M
5
PPL icon
PPL Corp
PPL
+$2.23M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.59%
3 Consumer Staples 11.89%
4 Industrials 10.74%
5 Utilities 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$507K 0.14%
5,788
-5,182
152
$505K 0.14%
4,525
-38
153
$501K 0.14%
8,061
-244
154
$501K 0.14%
3,769
+353
155
$501K 0.14%
20,703
-2,583
156
$499K 0.14%
6,408
+10
157
$495K 0.13%
11,410
+63
158
$493K 0.13%
9,226
+1,245
159
$490K 0.13%
8,774
-6
160
$489K 0.13%
12,655
-2,593
161
$483K 0.13%
12,446
-318
162
$481K 0.13%
17,142
-472
163
$476K 0.13%
32,519
+973
164
$465K 0.13%
3,200
165
$463K 0.13%
6,903
+116
166
$460K 0.12%
8,116
-228
167
$460K 0.12%
28,560
+15
168
$453K 0.12%
13,991
+2,156
169
$445K 0.12%
29,101
-123
170
$437K 0.12%
27,324
+2,009
171
$430K 0.12%
10,760
+1,435
172
$428K 0.12%
7,401
+385
173
$417K 0.11%
3,781
-10,646
174
$416K 0.11%
6,608
+979
175
$413K 0.11%
26,613
+4,060
5 6
7
8 9