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
276
$15K 0.01%
+111
277
$14K 0.01%
215
278
$14K 0.01%
200
279
$13K 0.01%
+157
280
$12K 0.01%
140
281
$12K 0.01%
+140
282
$11K ﹤0.01%
230
283
$10K ﹤0.01%
52
284
$9K ﹤0.01%
297
285
$9K ﹤0.01%
100
286
$9K ﹤0.01%
200
287
$9K ﹤0.01%
200
288
$9K ﹤0.01%
+105
289
$8K ﹤0.01%
90
290
$8K ﹤0.01%
107
291
$8K ﹤0.01%
+251
292
$8K ﹤0.01%
80
-429
293
$8K ﹤0.01%
389
-54
294
$8K ﹤0.01%
+300
295
$7K ﹤0.01%
290
296
$7K ﹤0.01%
81
-30
297
$7K ﹤0.01%
60
298
$6K ﹤0.01%
94
299
$6K ﹤0.01%
+172
300
$6K ﹤0.01%
750
10 11
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