SLG

Stanley-Laman Group Portfolio holdings

AUM $787M
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$8.15M
3
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

Top Sells

1
+$7.4M
2
+$7.37M
3
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCCO icon
151
Southern Copper
SCCO
$137B
$378K 0.05%
+3,168
SHV icon
152
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$365K 0.05%
3,304
-86
HSY icon
153
Hershey
HSY
$43.3B
$338K 0.05%
1,807
-977
OEF icon
154
iShares S&P 100 ETF
OEF
$17.6B
$333K 0.05%
498
IEF icon
155
iShares 7-10 Year Treasury Bond ETF
IEF
$48.5B
$328K 0.05%
3,401
-215
SHY icon
156
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$327K 0.05%
3,938
-242
VTI icon
157
Vanguard Total Stock Market ETF
VTI
$548B
$313K 0.04%
954
+62
SPY icon
158
State Street SPDR S&P 500 ETF Trust
SPY
$645B
$301K 0.04%
452
UVSP icon
159
Univest Financial
UVSP
$954M
$297K 0.04%
9,884
IJR icon
160
iShares Core S&P Small-Cap ETF
IJR
$90.8B
$278K 0.04%
2,340
-52
EPD icon
161
Enterprise Products Partners
EPD
$83.5B
$257K 0.04%
8,204
NVS icon
162
Novartis
NVS
$291B
$256K 0.04%
2,000
BRK.B icon
163
Berkshire Hathaway Class B
BRK.B
$1.03T
$251K 0.04%
500
SXT icon
164
Sensient Technologies
SXT
$3.66B
$250K 0.04%
2,667
MCD icon
165
McDonald's
MCD
$220B
$248K 0.04%
817
-754
BSX icon
166
Boston Scientific
BSX
$93.6B
$244K 0.03%
2,500
MRK icon
167
Merck
MRK
$299B
$228K 0.03%
2,718
-1,012
QCOM icon
168
Qualcomm
QCOM
$136B
$224K 0.03%
1,344
-432
ELV icon
169
Elevance Health
ELV
$63.7B
$215K 0.03%
666
-7,636
SYK icon
170
Stryker
SYK
$125B
$215K 0.03%
581
-220
EGRX
171
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$32.4K ﹤0.01%
12,000
ABT icon
172
Abbott
ABT
$178B
– –
-2,696
AEE icon
173
Ameren
AEE
$30.2B
– –
-2,969
AMBA icon
174
Ambarella
AMBA
$2.19B
– –
-111,164
AMPL icon
175
Amplitude
AMPL
$917M
– –
-43,691
5 6
7
8 9