CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$988K
3 +$806K
4
PDCO
Patterson Companies, Inc.
PDCO
+$735K
5
EXAC
Exactech Inc
EXAC
+$592K

Sector Composition

1 Technology 16.75%
2 Healthcare 16.15%
3 Industrials 12.12%
4 Consumer Staples 11.59%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$23K 0.01%
+444
227
$22K 0.01%
+730
228
$21K 0.01%
+410
229
$21K 0.01%
+415
230
$20K 0.01%
+495
231
$19K 0.01%
+200
232
$19K 0.01%
+136
233
$19K 0.01%
+70
234
$19K 0.01%
+2,100
235
$17K 0.01%
+362
236
$17K 0.01%
+171
237
$17K 0.01%
+1,412
238
$16K 0.01%
+265
239
$16K 0.01%
+59
240
$16K 0.01%
+1,500
241
$15K 0.01%
+223
242
$15K 0.01%
+815
243
$14K 0.01%
+215
244
$14K 0.01%
+221
245
$14K 0.01%
+516
246
$13K 0.01%
+150
247
$13K 0.01%
+450
248
$12K 0.01%
+200
249
$11K ﹤0.01%
+400
250
$11K ﹤0.01%
+230