CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
230
227
$30K 0.01%
260
228
$29K 0.01%
375
229
$29K 0.01%
276
230
$29K 0.01%
500
231
$29K 0.01%
+1,901
232
$28K 0.01%
219
233
$28K 0.01%
800
234
$28K 0.01%
409
+69
235
$28K 0.01%
+525
236
$28K 0.01%
+1,203
237
$26K 0.01%
1,000
238
$26K 0.01%
1,615
239
$26K 0.01%
800
240
$25K 0.01%
200
241
$25K 0.01%
1,087
242
$24K 0.01%
+214
243
$24K 0.01%
+888
244
$23K 0.01%
+474
245
$23K 0.01%
495
246
$23K 0.01%
+1,242
247
$22K 0.01%
+85
248
$22K 0.01%
+216
249
$21K 0.01%
+193
250
$21K 0.01%
410
8 9
10
11 12