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
$280M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.18M
3
+$1.82M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1M
5
IBM icon
IBM
IBM
+$841K

Top Sells

1
+$4.2M
2
+$1.86M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$960K
5
SFM icon
Sprouts Farmers Market
SFM
+$846K

Sector Composition

1 Healthcare 20.96%
2 Technology 16.86%
3 Consumer Staples 16.01%
4 Real Estate 12.5%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69K 0.02%
300
227
$68K 0.02%
167
-83
228
$67K 0.02%
500
229
$67K 0.02%
345
-163
230
$66K 0.02%
5,500
231
$65K 0.02%
507
-15
232
$64K 0.02%
400
-100
233
$62K 0.02%
406
234
$62K 0.02%
1,668
235
$61K 0.02%
1,616
-358
236
$61K 0.02%
835
+20
237
$60K 0.02%
471
238
$59K 0.02%
650
+330
239
$59K 0.02%
963
240
$59K 0.02%
4,179
-8,455
241
$57K 0.02%
+400
242
$57K 0.02%
546
+72
243
$57K 0.02%
625
-114
244
$57K 0.02%
254
245
$54K 0.02%
118
+8
246
$54K 0.02%
480
247
$54K 0.02%
300
248
$53K 0.02%
582
249
$53K 0.02%
3,200
-595
250
$53K 0.02%
1,500
8 9
10
11 12