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
$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
401
$5K ﹤0.01%
+53
402
$5K ﹤0.01%
20
403
$5K ﹤0.01%
240
404
$4K ﹤0.01%
20
-69
405
$4K ﹤0.01%
+14
406
$4K ﹤0.01%
40
407
$4K ﹤0.01%
+109
408
$4K ﹤0.01%
+147
409
$4K ﹤0.01%
+50
410
$4K ﹤0.01%
+45
411
$4K ﹤0.01%
+50
412
$4K ﹤0.01%
330
+300
413
$4K ﹤0.01%
+30
414
$4K ﹤0.01%
18
415
$4K ﹤0.01%
33
+13
416
$4K ﹤0.01%
170
417
$4K ﹤0.01%
350
418
$3K ﹤0.01%
+50
419
$3K ﹤0.01%
45
420
$3K ﹤0.01%
+11
421
$3K ﹤0.01%
417
422
$3K ﹤0.01%
100
423
$3K ﹤0.01%
100
-700
424
$3K ﹤0.01%
+69
425
$3K ﹤0.01%
+7
15 16
17
18 19