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
$453M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.12M
3
+$5.63M
4
MCO icon
Moody's
MCO
+$5.44M
5
MDLZ icon
Mondelez International
MDLZ
+$2.55M

Top Sells

1
+$6.71M
2
+$6.47M
3
+$6.1M
4
PANW icon
Palo Alto Networks
PANW
+$4.91M
5
AKBA icon
Akebia Therapeutics
AKBA
+$4.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 16.12%
3 Financials 10.88%
4 Industrials 10.21%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.07%
3,408
+1
152
$286K 0.06%
3,019
+4
153
$286K 0.06%
+1,210
154
$286K 0.06%
+5,251
155
$280K 0.06%
+500
156
$280K 0.06%
+1,155
157
$271K 0.06%
2,031
+245
158
$269K 0.06%
867
159
$266K 0.06%
3,072
-8,126
160
$257K 0.06%
+2,108
161
$255K 0.06%
6,417
+2
162
$234K 0.05%
2,116
-2,074
163
$219K 0.05%
+1,345
164
$203K 0.04%
3,217
-120
165
$202K 0.04%
+33,650
166
$118K 0.03%
+34,700
167
– –
-68,024
168
– –
-42,832
169
– –
-26,893
170
– –
-16,542
171
– –
-72,445
172
– –
-1,501
173
– –
-11,143
174
– –
-1,584
175
– –
-8,725
5 6
7
8 9