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
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.25M
3
+$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21.2K 0.01%
60
277
$21K 0.01%
86
278
$20.9K 0.01%
1,008
279
$20.8K 0.01%
105
280
$20.7K 0.01%
110
281
$20.4K 0.01%
890
282
$19.9K 0.01%
80
-3
283
$19.6K 0.01%
439
284
$19.5K 0.01%
237
285
$18.4K 0.01%
36
286
$18.4K 0.01%
39
287
$18.1K 0.01%
40
288
$17.9K 0.01%
82
289
$17.5K 0.01%
250
290
$17.2K 0.01%
171
+1
291
$16.4K 0.01%
78
292
$16.3K 0.01%
+1,000
293
$16.1K 0.01%
85
294
$15.5K 0.01%
200
295
$14.8K 0.01%
51
296
$14.8K 0.01%
90
297
$14.7K 0.01%
164
-17
298
$14.3K 0.01%
589
-200
299
$14.3K 0.01%
63
300
$14.1K 0.01%
195
10 11
12
13 14