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
251
$52K 0.02%
815
252
$51K 0.02%
568
253
$50K 0.02%
75
+23
254
$50K 0.02%
138
+3
255
$49K 0.02%
763
256
$49K 0.02%
100
257
$49K 0.02%
754
-700
258
$48K 0.02%
659
259
$47K 0.02%
212
260
$45K 0.02%
1,459
261
$45K 0.02%
1,698
262
$44K 0.02%
85
263
$44K 0.02%
800
-1,133
264
$43K 0.02%
5,000
265
$41K 0.01%
1,392
266
$41K 0.01%
163
+21
267
$40K 0.01%
440
268
$40K 0.01%
670
-15
269
$39K 0.01%
87
+75
270
$38K 0.01%
50
-9
271
$38K 0.01%
2,216
272
$35K 0.01%
230
-174
273
$35K 0.01%
3,500
-4,000
274
$34K 0.01%
320
275
$34K 0.01%
+69
9 10
11
12 13