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
$424M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$757K
3
+$417K
4
GLW icon
Corning
GLW
+$349K
5
WPC icon
W.P. Carey
WPC
+$342K

Top Sells

1
+$990K
2
+$591K
3
+$473K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$431K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$429K

Sector Composition

1 Technology 18.53%
2 Industrials 16.81%
3 Healthcare 10.71%
4 Consumer Discretionary 7.02%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$612K 0.14%
31,093
+6,567
152
$598K 0.14%
20,497
+7,190
153
$586K 0.14%
10,660
+2,489
154
$566K 0.13%
6,038
155
$549K 0.13%
19,616
+4,572
156
$513K 0.12%
5,286
-636
157
$452K 0.11%
4,090
+542
158
$444K 0.1%
4,860
+290
159
$421K 0.1%
+6,121
160
$368K 0.09%
3,980
-2,940
161
$350K 0.08%
+12,027
162
$320K 0.08%
+4,085
163
$316K 0.07%
4,323
-453
164
$303K 0.07%
+2,054
165
$287K 0.07%
+5,648
166
$286K 0.07%
+10,472
167
$282K 0.07%
+3,945
168
$282K 0.07%
+10,904
169
$281K 0.07%
+3,436
170
$281K 0.07%
+8,930
171
$281K 0.07%
+5,222
172
$280K 0.07%
+6,584
173
$280K 0.07%
+13,240
174
$280K 0.07%
+5,220
175
$280K 0.07%
+3,118
5 6
7
8 9