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
$417M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$322K
3
+$321K
4
PANW icon
Palo Alto Networks
PANW
+$292K
5
ESTC icon
Elastic
ESTC
+$285K

Top Sells

1
+$640K
2
+$386K
3
+$385K
4
LMT icon
Lockheed Martin
LMT
+$307K
5
FCN icon
FTI Consulting
FCN
+$294K

Sector Composition

1 Technology 18.62%
2 Industrials 16.04%
3 Healthcare 12.16%
4 Consumer Discretionary 6.59%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$234K 0.06%
1,428
-1
202
$232K 0.06%
+15,105
203
$227K 0.05%
+2,754
204
$224K 0.05%
766
+2
205
$223K 0.05%
4,000
206
$223K 0.05%
+2,862
207
$219K 0.05%
+3,023
208
$210K 0.05%
11,542
209
$209K 0.05%
3,957
210
$196K 0.05%
+2,667
211
$195K 0.05%
+5,008
212
$193K 0.05%
+7,560
213
$25K 0.01%
+80
214
– –
-1,263
215
– –
-7,090
216
– –
-4,746
217
– –
-1,794
218
– –
-8,841
219
– –
-1,097
220
– –
-5,582
221
– –
-17,540
222
– –
-6,087
223
– –
-2,207
224
– –
-5,298
225
– –
-2,579
6 7 8
9
10