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
276
$33K 0.01%
5,000
277
$33K 0.01%
200
278
$32K 0.01%
300
279
$32K 0.01%
760
280
$31K 0.01%
2,150
281
$31K 0.01%
891
-117
282
$31K 0.01%
75
283
$31K 0.01%
225
284
$30K 0.01%
480
+80
285
$30K 0.01%
354
+98
286
$29K 0.01%
+1,000
287
$29K 0.01%
510
288
$29K 0.01%
375
289
$29K 0.01%
341
290
$28K 0.01%
320
291
$28K 0.01%
100
292
$28K 0.01%
301
-150
293
$26K 0.01%
120
294
$26K 0.01%
127
295
$26K 0.01%
114
+42
296
$25K 0.01%
600
297
$24K 0.01%
72
-141
298
$24K 0.01%
594
+71
299
$24K 0.01%
312
300
$23K 0.01%
140
10 11
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