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
$562M
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$7.05M
3
+$6.7M
4
NET icon
Cloudflare
NET
+$5.8M
5
CFLT icon
Confluent
CFLT
+$5.66M

Top Sells

1
+$14.5M
2
+$11.2M
3
+$10.6M
4
HUBS icon
HubSpot
HUBS
+$9.63M
5
ESTC icon
Elastic
ESTC
+$9.08M

Sector Composition

1 Technology 32.45%
2 Industrials 11.44%
3 Healthcare 8.57%
4 Financials 7.36%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.04%
2,667
202
$214K 0.04%
2,675
+39
203
$213K 0.04%
1,131
204
$211K 0.04%
942
+36
205
$205K 0.04%
+802
206
$13K ﹤0.01%
12,926
+1,000
207
$11K ﹤0.01%
10,126
208
– –
-20,270
209
– –
-1,125
210
– –
-754
211
– –
-6,027
212
– –
-1,547
213
– –
-16,123
214
– –
-838
215
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-734
216
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-195
217
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-903
218
– –
-1,668
219
– –
-997
220
– –
-1,240
221
– –
-1,052
222
– –
-7,418
223
– –
-343
224
– –
-2,930
225
– –
-8,900
7 8
9
10 11