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
301
$6K ﹤0.01%
+63
302
$6K ﹤0.01%
62
303
$5K ﹤0.01%
140
304
$4K ﹤0.01%
116
305
$4K ﹤0.01%
50
306
$3K ﹤0.01%
100
307
$3K ﹤0.01%
60
308
$2K ﹤0.01%
+54
309
$1K ﹤0.01%
50
310
$1K ﹤0.01%
16
311
$1K ﹤0.01%
33
312
$1K ﹤0.01%
+25
313
$1K ﹤0.01%
60
314
$1K ﹤0.01%
21
315
$1K ﹤0.01%
150
316
$0 ﹤0.01%
7
317
– –
-800
318
– –
-7
319
– –
-17
320
– –
-94
321
– –
-140
322
– –
-6,000
323
– –
-992
324
– –
-105
325
– –
-125
10 11 12
13
14