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
301
$23K 0.01%
+226
302
$22K 0.01%
245
303
$22K 0.01%
198
+101
304
$22K 0.01%
54
-207
305
$22K 0.01%
+436
306
$22K 0.01%
50
307
$21K 0.01%
119
308
$21K 0.01%
575
309
$21K 0.01%
450
310
$20K 0.01%
425
311
$19K 0.01%
900
312
$19K 0.01%
439
313
$19K 0.01%
110
+50
314
$19K 0.01%
1,008
-1,008
315
$18K 0.01%
200
316
$18K 0.01%
51
317
$18K 0.01%
250
318
$18K 0.01%
318
-1,889
319
$17K 0.01%
51
320
$17K 0.01%
246
321
$17K 0.01%
374
322
$17K 0.01%
200
323
$16K 0.01%
96
324
$16K 0.01%
330
+175
325
$16K 0.01%
100
11 12
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