SLG

Stanley-Laman Group Portfolio holdings

AUM $702M
1-Year Est. Return 25.77%
This Quarter Est. Return
1 Year Est. Return
+25.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.05M
3
+$1.61M
4
MSM icon
MSC Industrial Direct
MSM
+$995K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$869K
5
KHC icon
Kraft Heinz
KHC
+$820K

Sector Composition

1 Technology 18.41%
2 Industrials 16.57%
3 Healthcare 11.27%
4 Consumer Discretionary 6.56%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$258K 0.06%
2,168
+50
177
$258K 0.06%
+10,889
178
$257K 0.06%
+2,178
179
$257K 0.06%
+6,087
180
$257K 0.06%
+12,487
181
$256K 0.06%
+2,579
182
$256K 0.06%
+3,168
183
$255K 0.06%
+5,298
184
$251K 0.06%
+1,429
185
$247K 0.06%
4,073
186
$241K 0.06%
4,746
-4,354
187
$240K 0.06%
+7,090
188
$236K 0.06%
+17,540
189
$230K 0.06%
+1,263
190
$224K 0.05%
+5,281
191
$223K 0.05%
+4,000
192
$220K 0.05%
15,168
+5,056
193
$220K 0.05%
1,097
-97
194
$216K 0.05%
764
-3,074
195
$211K 0.05%
+3,957
196
$195K 0.05%
11,542
197
– –
-2,875
198
– –
-156
199
– –
-14,962
200
– –
-11,344
5 6 7
8
9