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
$787M
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.85M
3 +$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

1 +$3.36M
2 +$2M
3 +$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KVYO icon
201
Klaviyo
KVYO
$5.55B
$212K 0.03%
+6,536
VXUS icon
202
Vanguard Total International Stock ETF
VXUS
$138B
$207K 0.03%
+2,745
SOLS
203
Solstice Advanced Materials
SOLS
$12.5B
$206K 0.03%
+4,250
APPN icon
204
Appian
APPN
$1.95B
$206K 0.03%
+5,827
SYK icon
205
Stryker
SYK
$148B
$204K 0.03%
581
BL icon
206
BlackLine
BL
$2.14B
$203K 0.03%
+3,680
CXM icon
207
Sprinklr
CXM
$1.42B
$176K 0.02%
+22,616
BAER icon
208
Bridger Aerospace
BAER
$137M
$52.3K 0.01%
+28,575
EGRX
209
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$8.4K ﹤0.01%
12,000
LINC icon
210
Lincoln Educational Services
LINC
$1.16B
-2,097