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
$673M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.82M
3
+$5.76M
4
APPF icon
AppFolio
APPF
+$5.58M
5
RMBS icon
Rambus
RMBS
+$5.54M

Top Sells

1
+$8.25M
2
+$7.25M
3
+$5.76M
4
SNOW icon
Snowflake
SNOW
+$5.62M
5
OKTA icon
Okta
OKTA
+$5.6M

Sector Composition

1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$228K 0.03%
6,144
+1,016
202
$227K 0.03%
3,281
+442
203
$217K 0.03%
+5,316
204
$215K 0.03%
+2,506
205
$211K 0.03%
+880
206
$204K 0.03%
+6,390
207
$202K 0.03%
+1,357
208
$34.8K 0.01%
12,000
209
$11.7K ﹤0.01%
11,127
+420
210
– –
-14,000
211
– –
-1,236
212
– –
-73,102
213
– –
-98,879
214
– –
-4,500
215
– –
-3,242
216
– –
-1,371
217
– –
-689,610
218
– –
-68,465
219
– –
-10,420
220
– –
-8,968
221
– –
-169,700
222
– –
-793
223
– –
-300,196
224
– –
-2,989
225
– –
-7,000
6 7 8
9
10