SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 41.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$6.07M
3
+$6.01M
4
VRT icon
Vertiv
VRT
+$5.77M
5
HPE icon
Hewlett Packard
HPE
+$5.58M

Top Sells

1
+$6.2M
2
+$6.15M
3
+$5.78M
4
SNPS icon
Synopsys
SNPS
+$5.48M
5
CDNS icon
Cadence Design Systems
CDNS
+$5.43M

Sector Composition

1 Technology 26.57%
2 Industrials 14.85%
3 Energy 10.79%
4 Healthcare 8.83%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UVSP icon
176
Univest Financial
UVSP
$1.06B
$339K 0.04%
9,884
V icon
177
Visa
V
$610B
$329K 0.04%
+1,090
BRK.B icon
178
Berkshire Hathaway Class B
BRK.B
$1.02T
$326K 0.04%
681
+181
VST icon
179
Vistra
VST
$55.3B
$323K 0.04%
2,150
+35
NVS icon
180
Novartis
NVS
$290B
$306K 0.04%
2,000
VO icon
181
Vanguard Mid-Cap ETF
VO
$98.6B
$300K 0.04%
+1,046
CME icon
182
CME Group
CME
$104B
$292K 0.04%
+987
IJR icon
183
iShares Core S&P Small-Cap ETF
IJR
$101B
$281K 0.03%
2,264
+123
VTI icon
184
Vanguard Total Stock Market ETF
VTI
$612B
$278K 0.03%
867
GOOG icon
185
Alphabet (Google) Class C
GOOG
$4.11T
$265K 0.03%
+924
MCD icon
186
McDonald's
MCD
$221B
$257K 0.03%
826
-18
TLN
187
Talen Energy Corp
TLN
$16.6B
$256K 0.03%
+802
VRTX icon
188
Vertex Pharmaceuticals
VRTX
$112B
$247K 0.03%
553
+68
NOBL icon
189
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$234K 0.03%
+2,210
SNPS icon
190
Synopsys
SNPS
$86.1B
$233K 0.03%
588
-12,117
SXT icon
191
Sensient Technologies
SXT
$4.27B
$231K 0.03%
2,667
VXUS icon
192
Vanguard Total International Stock ETF
VXUS
$145B
$230K 0.03%
2,986
+241
VFH icon
193
Vanguard Financials ETF
VFH
$13.1B
$222K 0.03%
+1,834
SYK icon
194
Stryker
SYK
$131B
$219K 0.03%
665
+84
QQQM icon
195
Invesco NASDAQ 100 ETF
QQQM
$77.7B
$212K 0.03%
+891
JNJ icon
196
Johnson & Johnson
JNJ
$564B
$202K 0.02%
+825
ELV icon
197
Elevance Health
ELV
$71B
$195K 0.02%
666
-272
BSX icon
198
Boston Scientific
BSX
$95.5B
$173K 0.02%
2,763
+263
EPD icon
199
Enterprise Products Partners
EPD
$79.3B
$155K 0.02%
4,102
-4,102
BAER icon
200
Bridger Aerospace
BAER
$124M
$56.6K 0.01%
28,575
6 7
8
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