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 Buys

1
+$1.41M
2
+$952K
3
+$872K
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$715K
5
HIFS icon
Hingham Institution for Saving
HIFS
+$661K

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
251
$11K ﹤0.01%
+140
252
$9K ﹤0.01%
+213
253
$9K ﹤0.01%
+52
254
$9K ﹤0.01%
+200
255
$8K ﹤0.01%
+297
256
$8K ﹤0.01%
+140
257
$8K ﹤0.01%
+208
258
$7K ﹤0.01%
+290
259
$7K ﹤0.01%
+90
260
$7K ﹤0.01%
+140
261
$7K ﹤0.01%
+296
262
$7K ﹤0.01%
+60
263
$7K ﹤0.01%
+62
264
$6K ﹤0.01%
+346
265
$6K ﹤0.01%
+750
266
$6K ﹤0.01%
+217
267
$6K ﹤0.01%
+440
268
$5K ﹤0.01%
+94
269
$5K ﹤0.01%
+225
270
$5K ﹤0.01%
+145
271
$4K ﹤0.01%
+125
272
$4K ﹤0.01%
+70
273
$4K ﹤0.01%
+130
274
$4K ﹤0.01%
+50
275
$4K ﹤0.01%
+90
8 9 10
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