CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$1.31M
2
+$913K
3
+$801K
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$732K
5
HIFS icon
Hingham Institution for Saving
HIFS
+$640K

Top Sells

1
+$2M
2
+$855K
3
+$760K
4
PDCO
Patterson Companies, Inc.
PDCO
+$715K
5
SYK icon
Stryker
SYK
+$524K

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
276
$3K ﹤0.01%
+60
277
$3K ﹤0.01%
+100
278
$3K ﹤0.01%
+116
279
$3K ﹤0.01%
+60
280
$3K ﹤0.01%
+95
281
$2K ﹤0.01%
+65
282
$2K ﹤0.01%
+106
283
$2K ﹤0.01%
+15
284
$2K ﹤0.01%
+132
285
$1K ﹤0.01%
+19
286
$1K ﹤0.01%
+21
287
$1K ﹤0.01%
+43
288
$1K ﹤0.01%
+17
289
$1K ﹤0.01%
+50
290
$1K ﹤0.01%
+16
291
$1K ﹤0.01%
+33
292
$1K ﹤0.01%
+25
293
$1K ﹤0.01%
+150
294
$1K ﹤0.01%
+600
295
$0 ﹤0.01%
+21
296
– –
0
297
$0 ﹤0.01%
+21
298
$0 ﹤0.01%
+7
299
– –
-22,310
300
$0 ﹤0.01%
+1
8 9 10 11
12