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
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.05M
3
+$1.61M
4
MSM icon
MSC Industrial Direct
MSM
+$995K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$869K
5
KHC icon
Kraft Heinz
KHC
+$820K

Sector Composition

1 Technology 18.41%
2 Industrials 16.57%
3 Healthcare 11.27%
4 Consumer Discretionary 6.56%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$551K 0.13%
6,664
+472
152
$517K 0.13%
22,571
-2,274
153
$514K 0.12%
4,373
+37
154
$513K 0.12%
25,084
-307
155
$505K 0.12%
14,935
-48
156
$493K 0.12%
15,893
-546
157
$480K 0.12%
5,854
+348
158
$455K 0.11%
5,232
+433
159
$426K 0.1%
5,527
+300
160
$414K 0.1%
591,250
-40,000
161
$376K 0.09%
3,396
+459
162
$356K 0.09%
4,000
163
$336K 0.08%
+4,489
164
$298K 0.07%
7,824
+930
165
$294K 0.07%
3,830
166
$283K 0.07%
+1,794
167
$279K 0.07%
2,236
-204
168
$267K 0.06%
+5,172
169
$265K 0.06%
+5,582
170
$262K 0.06%
+1,442
171
$260K 0.06%
+8,841
172
$260K 0.06%
+1,253
173
$260K 0.06%
2,207
-2,981
174
$259K 0.06%
+20,093
175
$258K 0.06%
+27,059
5 6
7
8 9