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
$237M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.25M
3
+$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54.3K 0.02%
3,200
227
$54.3K 0.02%
884
228
$53.7K 0.02%
500
-540
229
$53.4K 0.02%
1,225
230
$52.9K 0.02%
980
-100
231
$52K 0.02%
216
232
$51.8K 0.02%
659
233
$51K 0.02%
470
+1
234
$50.7K 0.02%
100
235
$50.1K 0.02%
400
236
$48.9K 0.02%
82
237
$48.9K 0.02%
750
238
$48.8K 0.02%
315
239
$48.2K 0.02%
320
240
$48.2K 0.02%
500
-500
241
$46.1K 0.02%
100
242
$45.1K 0.02%
1,392
243
$44.5K 0.02%
797
244
$44K 0.02%
1,500
245
$43.4K 0.02%
833
246
$43.1K 0.02%
1,698
247
$41.3K 0.02%
370
248
$40.7K 0.02%
1,458
249
$40.3K 0.02%
406
250
$39.1K 0.02%
1,129
8 9
10
11 12