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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
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
351
$12K ﹤0.01%
90
352
$11K ﹤0.01%
+121
353
$11K ﹤0.01%
155
354
$11K ﹤0.01%
217
355
$10K ﹤0.01%
+201
356
$10K ﹤0.01%
+46
357
$10K ﹤0.01%
222
358
$10K ﹤0.01%
33
+8
359
$10K ﹤0.01%
60
+34
360
$10K ﹤0.01%
385
361
$9K ﹤0.01%
70
362
$9K ﹤0.01%
101
363
$9K ﹤0.01%
16
+2
364
$9K ﹤0.01%
702
365
$9K ﹤0.01%
+27
366
$9K ﹤0.01%
46
+11
367
$9K ﹤0.01%
447
368
$9K ﹤0.01%
2,500
369
$8K ﹤0.01%
298
370
$8K ﹤0.01%
249
371
$8K ﹤0.01%
75
372
$8K ﹤0.01%
79
-29
373
$8K ﹤0.01%
+147
374
$8K ﹤0.01%
702
375
$8K ﹤0.01%
+20
13 14
15
16 17