SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$2.82M
4
CVS icon
CVS Health
CVS
+$2.77M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$3.86M
2
+$2.55M
3
+$2.41M
4
GSK icon
GSK
GSK
+$2.38M
5
PPL icon
PPL Corp
PPL
+$2.23M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.59%
3 Consumer Staples 11.89%
4 Industrials 10.74%
5 Utilities 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$412K 0.11%
+12,310
177
$398K 0.11%
5,681
-4
178
$359K 0.1%
18,770
+1,753
179
$347K 0.09%
3,328
-135
180
$346K 0.09%
30,770
+1,957
181
$342K 0.09%
4,963
-271
182
$328K 0.09%
8,492
-57,690
183
$318K 0.09%
3,941
-16
184
$305K 0.08%
24,199
+3,073
185
$300K 0.08%
1,181
+248
186
$270K 0.07%
4,123
+475
187
$270K 0.07%
3,357
188
$269K 0.07%
+4,298
189
$249K 0.07%
18,444
-72,951
190
$218K 0.06%
+4,000
191
$217K 0.06%
11,542
192
$207K 0.06%
4,703
193
$171K 0.05%
10,449
194
$143K 0.04%
11,418
195
$139K 0.04%
3,533
196
$93K 0.03%
10,372
197
– –
-35,618
198
– –
-77,282
199
– –
-9,600
200
– –
-24,447
6 7
8
9 10