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
$673M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.82M
3
+$5.76M
4
APPF icon
AppFolio
APPF
+$5.58M
5
RMBS icon
Rambus
RMBS
+$5.54M

Top Sells

1
+$8.25M
2
+$7.25M
3
+$5.76M
4
SNOW icon
Snowflake
SNOW
+$5.62M
5
OKTA icon
Okta
OKTA
+$5.6M

Sector Composition

1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$357K 0.05%
340
+9
152
$353K 0.05%
1,431
+200
153
$346K 0.05%
4,180
-98
154
$346K 0.05%
3,616
-86
155
$341K 0.05%
11,776
-848
156
$341K 0.05%
2,138
-1,710
157
$335K 0.05%
2,840
+386
158
$334K 0.05%
614
-254
159
$328K 0.05%
4,726
+732
160
$321K 0.05%
1,032
+141
161
$320K 0.05%
1,750
-975
162
$317K 0.05%
801
-401
163
$316K 0.05%
3,620
+483
164
$313K 0.05%
2,047
+285
165
$311K 0.05%
1,421
+201
166
$311K 0.05%
2,352
-1,177
167
$309K 0.05%
498
168
$308K 0.05%
1,977
+200
169
$297K 0.04%
+2,759
170
$297K 0.04%
668
-334
171
$297K 0.04%
9,884
172
$296K 0.04%
3,522
+512
173
$295K 0.04%
3,730
-3,084
174
$290K 0.04%
8,771
+1,221
175
$285K 0.04%
2,969
+406
5 6
7
8 9