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
$650M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$5.53M
3
+$5.33M
4
KVYO icon
Klaviyo
KVYO
+$4.85M
5
INTU icon
Intuit
INTU
+$4.44M

Top Sells

1
+$79M
2
+$11M
3
+$9.1M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.04%
3,137
+321
177
$280K 0.04%
9,884
178
$280K 0.04%
498
179
$274K 0.04%
4,500
180
$266K 0.04%
500
181
$265K 0.04%
891
+17
182
$258K 0.04%
+7,550
183
$257K 0.04%
2,362
+46
184
$257K 0.04%
2,563
+50
185
$253K 0.04%
452
+5
186
$252K 0.04%
2,500
187
$251K 0.04%
+491
188
$251K 0.04%
+3,542
189
$248K 0.04%
3,010
+117
190
$245K 0.04%
892
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191
$244K 0.04%
1,426
192
$237K 0.04%
1,715
+33
193
$237K 0.04%
2,529
+48
194
$233K 0.04%
+1,272
195
$230K 0.04%
3,581
+125
196
$228K 0.04%
1,061
+21
197
$228K 0.04%
+2,176
198
$227K 0.04%
+938
199
$226K 0.03%
1,532
-329
200
$223K 0.03%
+2,029
6 7
8
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