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
$424M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$754K
3
+$421K
4
GLW icon
Corning
GLW
+$350K
5
WPC icon
W.P. Carey
WPC
+$320K

Top Sells

1
+$990K
2
+$668K
3
+$530K
4
NVDA icon
NVIDIA
NVDA
+$467K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$451K

Sector Composition

1 Technology 18.53%
2 Industrials 16.81%
3 Healthcare 10.71%
4 Consumer Discretionary 7.02%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.68M 1.81%
57,500
-5,000
2
$7.29M 1.72%
36,828
-1,033
3
$6.86M 1.62%
20,795
-1,607
4
$6.78M 1.6%
30,855
-706
5
$6.75M 1.59%
26,234
-730
6
$6.64M 1.57%
1,129,080
-79,320
7
$6.5M 1.53%
97,080
-6,240
8
$6.47M 1.53%
21,582
-324
9
$6.43M 1.52%
55,829
-783
10
$6.34M 1.5%
30,896
-1,932
11
$6.27M 1.48%
46,058
-474
12
$6.23M 1.47%
1,636
-30
13
$6.09M 1.44%
33,217
-2,401
14
$5.77M 1.36%
53,632
-834
15
$5.74M 1.35%
92,421
-1,123
16
$5.63M 1.33%
24,483
-254
17
$5.55M 1.31%
21,257
-182
18
$5.54M 1.31%
28,514
-236
19
$5.52M 1.3%
49,536
+773
20
$5.42M 1.28%
73,916
-390
21
$5.4M 1.27%
140,064
-4,524
22
$5.13M 1.21%
2,498
-5
23
$5.11M 1.21%
64,855
-423
24
$5.09M 1.2%
21,804
-262
25
$4.78M 1.13%
74,801
-2,012
1
2 3 4 5