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
$650M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$5.53M
3
+$5.33M
4
KVYO icon
Klaviyo
KVYO
+$4.85M
5
INTU icon
Intuit
INTU
+$4.44M

Top Sells

1
+$79M
2
+$11M
3
+$9.1M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$223K 0.03%
2,000
-225
202
$216K 0.03%
793
+15
203
$213K 0.03%
+2,839
204
$212K 0.03%
+910
205
$209K 0.03%
+5,221
206
$204K 0.03%
+1,208
207
$203K 0.03%
2,989
-2,978
208
$203K 0.03%
+5,128
209
$202K 0.03%
+1,371
210
$195K 0.03%
13,074
+2,000
211
$11.8K ﹤0.01%
12,000
212
$7.22K ﹤0.01%
10,707
+166
213
– –
-24,886
214
– –
-777
215
– –
-2,219
216
– –
-1,705
217
– –
-241,649
218
– –
-73,538
219
– –
-11,417
220
– –
-6,531
221
– –
-5,000
222
– –
-2,747
223
– –
-63,863
224
– –
-165,930
225
– –
-7,413
6 7 8
9
10