SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$503K
3
+$428K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$368K
5
ZEN
ZENDESK INC
ZEN
+$356K

Top Sells

1
+$1.37M
2
+$450K
3
+$349K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$329K
5
DXCM icon
DexCom
DXCM
+$326K

Sector Composition

1 Technology 19.2%
2 Industrials 16.97%
3 Healthcare 11.23%
4 Consumer Discretionary 6.77%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.9M 1.95%
37,861
+6,437
2
$6.31M 1.56%
103,320
-1,060
3
$6.19M 1.53%
1,666
-47
4
$6.19M 1.53%
31,561
-182
5
$6.19M 1.53%
22,402
+857
6
$5.97M 1.47%
26,964
+116
7
$5.96M 1.47%
46,532
-856
8
$5.85M 1.44%
32,828
+48
9
$5.83M 1.44%
21,439
-887
10
$5.79M 1.43%
62,500
11
$5.75M 1.42%
21,906
-183
12
$5.64M 1.39%
56,612
+456
13
$5.35M 1.32%
93,544
+901
14
$5.33M 1.32%
54,466
-2,225
15
$5.26M 1.3%
35,618
+2,263
16
$5.26M 1.3%
1,208,400
+79,160
17
$5.2M 1.28%
65,278
+606
18
$5.17M 1.28%
28,750
+244
19
$5.13M 1.27%
24,737
+223
20
$5.07M 1.25%
74,306
+516
21
$4.99M 1.23%
48,763
-313
22
$4.96M 1.22%
23,925
+293
23
$4.93M 1.22%
22,066
+261
24
$4.91M 1.21%
2,503
-108
25
$4.91M 1.21%
144,588
+750
1
2 3 4 5