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
326
$6.98K ﹤0.01%
200
327
$6.96K ﹤0.01%
40
328
$6.78K ﹤0.01%
58
329
$6.31K ﹤0.01%
225
-85
330
$6.25K ﹤0.01%
174
331
$6.13K ﹤0.01%
193
-780
332
$5.95K ﹤0.01%
25
333
$5.74K ﹤0.01%
49
334
$5.53K ﹤0.01%
324
335
$5.46K ﹤0.01%
55
336
$5.42K ﹤0.01%
1,325
337
$5.42K ﹤0.01%
70
338
$4.97K ﹤0.01%
18
339
$4.52K ﹤0.01%
+125
340
$3.98K ﹤0.01%
20
341
$3.41K ﹤0.01%
7
342
$3.4K ﹤0.01%
100
343
$3.02K ﹤0.01%
+62
344
$2.71K ﹤0.01%
250
-265
345
$2.58K ﹤0.01%
110
346
$2.53K ﹤0.01%
100
347
$2.35K ﹤0.01%
111
348
$2.28K ﹤0.01%
100
349
$1.99K ﹤0.01%
50
-26
350
$1.99K ﹤0.01%
40
12 13
14
15 16