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