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
301
$13.8K 0.01%
450
302
$13.5K 0.01%
161
+2
303
$13.4K 0.01%
67
304
$13.1K 0.01%
96
-2
305
$12.9K 0.01%
51
306
$12.8K 0.01%
900
307
$11.9K 0.01%
200
308
$11.6K ﹤0.01%
29
-18
309
$11.2K ﹤0.01%
138
310
$11.1K ﹤0.01%
83
+28
311
$10.9K ﹤0.01%
155
312
$9.9K ﹤0.01%
131
313
$9.72K ﹤0.01%
42
-72
314
$9.7K ﹤0.01%
+100
315
$9.24K ﹤0.01%
58
316
$8.85K ﹤0.01%
250
317
$8.72K ﹤0.01%
115
318
$8.28K ﹤0.01%
930
319
$8.27K ﹤0.01%
115
320
$7.81K ﹤0.01%
200
-2
321
$7.67K ﹤0.01%
52
-15
322
$7.61K ﹤0.01%
366
-1,725
323
$7.54K ﹤0.01%
65
324
$7.39K ﹤0.01%
410
325
$7.03K ﹤0.01%
8
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