CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$3.69M
2
+$3.08M
3
+$1.98M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.01M
5
SNN icon
Smith & Nephew
SNN
+$846K

Top Sells

1
+$4.3M
2
+$1.92M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$925K
5
SFM icon
Sprouts Farmers Market
SFM
+$791K

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%
222
-300
328
$16K 0.01%
1,072
329
$16K 0.01%
17,600
+16,950
330
$15K 0.01%
175
331
$15K 0.01%
240
332
$15K 0.01%
+242
333
$14K 0.01%
+25
334
$14K 0.01%
+94
335
$14K 0.01%
450
336
$14K 0.01%
155
337
$14K 0.01%
233
338
$14K 0.01%
155
-100
339
$13K ﹤0.01%
450
340
$13K ﹤0.01%
500
341
$13K ﹤0.01%
115
342
$13K ﹤0.01%
+52
343
$13K ﹤0.01%
+67
344
$13K ﹤0.01%
36
-30
345
$12K ﹤0.01%
+54
346
$12K ﹤0.01%
+477
347
$12K ﹤0.01%
36
348
$12K ﹤0.01%
+63
349
$12K ﹤0.01%
150
350
$12K ﹤0.01%
+43
12 13
14
15 16