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
$369M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$3M
3
+$2.72M
4
KHC icon
Kraft Heinz
KHC
+$2.68M
5
EXC icon
Exelon
EXC
+$2.67M

Top Sells

1
+$3.8M
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 11.98%
4 Industrials 10.74%
5 Utilities 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-35,618
202
– –
-77,282
203
– –
-9,600
204
– –
-38,367
205
– –
-19,667
206
– –
-26,361
207
– –
-135,010
208
– –
-37,639
209
– –
-45,129
210
– –
-8,539
211
– –
-8,797
212
– –
-21,191
213
– –
-26,538
214
– –
-4,552
215
– –
-45,381
216
– –
-62,210
217
– –
-58,857
218
– –
-68,822
219
– –
-39,278
220
– –
-1,000
221
– –
-63,134
222
– –
-79,528
223
– –
-42,891
224
– –
-41,049
225
– –
-40,833
6 7 8
9
10