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
1
$14.3M 2.12%
28,703
-3,688
2
$13.1M 1.95%
176,809
-59,426
3
$9.43M 1.4%
64,552
-6,144
4
$9.27M 1.38%
19,755
-1,399
5
$7.81M 1.16%
93,937
-7,654
6
$7.43M 1.1%
36,191
-2,738
7
$7.4M 1.1%
496,264
-52,922
8
$7.37M 1.09%
54,851
-6,356
9
$7.34M 1.09%
+111,164
10
$7.25M 1.08%
33,044
+7,177
11
$6.79M 1.01%
32,316
-3,451
12
$6.61M 0.98%
+103,312
13
$6.55M 0.97%
8,313
-356
14
$6.54M 0.97%
118,421
-10,572
15
$6.36M 0.94%
31,311
-3,479
16
$6.35M 0.94%
347,518
-40,122
17
$6.1M 0.91%
+49,014
18
$6.06M 0.9%
+179,367
19
$6.05M 0.9%
34,302
-2,225
20
$6.03M 0.9%
38,144
-1,099
21
$5.97M 0.89%
70,791
-7,790
22
$5.94M 0.88%
+73,076
23
$5.9M 0.88%
+25,615
24
$5.8M 0.86%
25,935
-31,111
25
$5.58M 0.83%
+62,090
1
2 3 4 5