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
$424M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$757K
3
+$417K
4
GLW icon
Corning
GLW
+$349K
5
WPC icon
W.P. Carey
WPC
+$342K

Top Sells

1
+$990K
2
+$591K
3
+$473K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$431K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$429K

Sector Composition

1 Technology 18.53%
2 Industrials 16.81%
3 Healthcare 10.71%
4 Consumer Discretionary 7.02%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.07%
+4,431
177
$280K 0.07%
+2,532
178
$279K 0.07%
+3,955
179
$279K 0.07%
+2,637
180
$279K 0.07%
+1,310
181
$279K 0.07%
+5,458
182
$279K 0.07%
+5,922
183
$277K 0.07%
+5,178
184
$275K 0.06%
+3,322
185
$275K 0.06%
+13,288
186
$274K 0.06%
+2,075
187
$273K 0.06%
+1,981
188
$273K 0.06%
+12,566
189
$273K 0.06%
+5,836
190
$273K 0.06%
+2,435
191
$272K 0.06%
+1,297
192
$272K 0.06%
+2,110
193
$271K 0.06%
20,225
194
$270K 0.06%
+4,579
195
$269K 0.06%
+3,753
196
$269K 0.06%
3,213
-116
197
$268K 0.06%
+7,226
198
$267K 0.06%
+11,945
199
$264K 0.06%
+5,324
200
$264K 0.06%
+13,630
6 7
8
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