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
$787M
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.85M
3
+$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

1
+$3.36M
2
+$2M
3
+$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EME icon
176
Emcor
EME
$32.9B
$379K 0.05%
619
+4
SBUX icon
177
Starbucks
SBUX
$110B
$373K 0.05%
+4,425
SPGI icon
178
S&P Global
SPGI
$132B
$369K 0.05%
706
-250
BLK icon
179
Blackrock
BLK
$166B
$364K 0.05%
340
-10
PATH icon
180
UiPath
PATH
$5.72B
$357K 0.05%
+21,791
OKTA icon
181
Okta
OKTA
$13.1B
$343K 0.04%
+3,971
VST icon
182
Vistra
VST
$56.2B
$341K 0.04%
2,115
AL icon
183
Air Lease Corp
AL
$7.25B
$336K 0.04%
5,225
-52,692
HSY icon
184
Hershey
HSY
$47.8B
$331K 0.04%
1,818
+11
ELV icon
185
Elevance Health
ELV
$64.9B
$329K 0.04%
938
+272
UVSP icon
186
Univest Financial
UVSP
$957M
$324K 0.04%
9,884
CFLT icon
187
Confluent
CFLT
$11B
$316K 0.04%
+10,443
VTI icon
188
Vanguard Total Stock Market ETF
VTI
$583B
$291K 0.04%
867
-87
NVS icon
189
Novartis
NVS
$318B
$276K 0.04%
2,000
FRSH icon
190
Freshworks
FRSH
$2.28B
$267K 0.03%
+21,772
EPD icon
191
Enterprise Products Partners
EPD
$79.8B
$263K 0.03%
8,204
MCD icon
192
McDonald's
MCD
$238B
$258K 0.03%
844
+27
IJR icon
193
iShares Core S&P Small-Cap ETF
IJR
$96.4B
$257K 0.03%
2,141
-199
BRK.B icon
194
Berkshire Hathaway Class B
BRK.B
$1.04T
$251K 0.03%
500
SXT icon
195
Sensient Technologies
SXT
$4.28B
$251K 0.03%
2,667
BRKR icon
196
Bruker
BRKR
$6.05B
$247K 0.03%
+5,250
BSX icon
197
Boston Scientific
BSX
$113B
$238K 0.03%
2,500
VRTX icon
198
Vertex Pharmaceuticals
VRTX
$123B
$220K 0.03%
+485
PUMP icon
199
ProPetro Holding
PUMP
$1.53B
$217K 0.03%
+22,793
S icon
200
SentinelOne
S
$4.46B
$213K 0.03%
+14,177
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