CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.2M
3
+$1.55M
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.33M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.32M

Top Sells

1
+$1.39M
2
+$1.1M
3
+$984K
4
WTRG icon
Essential Utilities
WTRG
+$955K
5
TU icon
Telus
TU
+$851K

Sector Composition

1 Technology 16.89%
2 Industrials 15.66%
3 Healthcare 15.13%
4 Consumer Staples 12.59%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-3,344
352
– –
-1,848
353
– –
-500
354
– –
-800
355
– –
-750
356
– –
-1,089
357
– –
-22
358
– –
-808
359
– –
-1,124
360
– –
-1,500
361
– –
-859
362
– –
0
363
– –
-200
11 12 13 14
15