CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
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
326
$16K 0.01%
+729
327
$16K 0.01%
100
328
$16K 0.01%
330
+175
329
$16K 0.01%
96
330
$15K 0.01%
+242
331
$15K 0.01%
240
332
$15K 0.01%
175
333
$14K ﹤0.01%
+25
334
$14K ﹤0.01%
450
335
$14K ﹤0.01%
+94
336
$14K ﹤0.01%
155
-100
337
$14K ﹤0.01%
233
338
$14K ﹤0.01%
155
339
$13K ﹤0.01%
115
340
$13K ﹤0.01%
500
341
$13K ﹤0.01%
450
342
$13K ﹤0.01%
36
-30
343
$13K ﹤0.01%
+67
344
$13K ﹤0.01%
+52
345
$12K ﹤0.01%
90
346
$12K ﹤0.01%
+43
347
$12K ﹤0.01%
150
348
$12K ﹤0.01%
+63
349
$12K ﹤0.01%
36
350
$12K ﹤0.01%
+477
12 13
14
15 16