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
251
$21K 0.01%
290
+67
252
$21K 0.01%
2,100
253
$21K 0.01%
+336
254
$21K 0.01%
415
255
$21K 0.01%
+1,477
256
$20K 0.01%
200
257
$20K 0.01%
+1,253
258
$20K 0.01%
+283
259
$20K 0.01%
+450
260
$20K 0.01%
70
261
$20K 0.01%
405
262
$19K 0.01%
362
263
$18K 0.01%
+420
264
$18K 0.01%
173
265
$18K 0.01%
+299
266
$17K 0.01%
265
267
$17K 0.01%
+125
268
$16K 0.01%
295
-700
269
$16K 0.01%
125
-71
270
$16K 0.01%
650
271
$16K 0.01%
1,500
272
$16K 0.01%
815
273
$15K 0.01%
150
274
$15K 0.01%
450
275
$15K 0.01%
1,412
9 10
11
12 13