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
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$1.93M
3
+$1.45M
4
MSM icon
MSC Industrial Direct
MSM
+$990K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$888K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$835K
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
201
– –
-14,962
202
– –
-11,344
203
– –
-12,191
204
– –
-7,728
205
– –
-19,061
206
– –
-3,096
207
– –
-7,850
208
– –
-3,400
209
– –
-6,859
210
– –
-127,939
211
– –
-1,498
212
– –
-4,038
5 6 7 8
9