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
– –
-1,668
209
– –
-997
210
– –
-1,240
211
– –
-1,052
212
– –
-7,418
213
– –
-343
214
– –
-2,930
215
– –
-8,900
216
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-7,356
217
– –
-226,013
218
– –
-903
219
– –
-3,269
220
– –
-14,109
221
– –
-102,043
222
– –
-68,568
223
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-11,082
224
– –
-131,710
225
– –
-3,005
7 8
9
10 11