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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32K 0.01%
1,050
+500
277
$32K 0.01%
760
278
$32K 0.01%
835
279
$32K 0.01%
135
-45
280
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+90
281
$32K 0.01%
+198
282
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208
283
$30K 0.01%
300
284
$30K 0.01%
86
285
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40
-3
286
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70
287
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620
+250
288
$27K 0.01%
375
289
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415
+246
290
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291
$26K 0.01%
+630
292
$26K 0.01%
+225
293
$25K 0.01%
+202
294
$25K 0.01%
600
295
$25K 0.01%
+320
296
$25K 0.01%
475
297
$24K 0.01%
107
298
$24K 0.01%
300
299
$24K 0.01%
137
300
$23K 0.01%
+150
10 11
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