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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
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%
+30
413
$4K ﹤0.01%
33
+13
414
$4K ﹤0.01%
170
415
$4K ﹤0.01%
350
416
$4K ﹤0.01%
330
+300
417
$4K ﹤0.01%
18
418
$3K ﹤0.01%
+50
419
$3K ﹤0.01%
45
420
$3K ﹤0.01%
417
421
$3K ﹤0.01%
100
422
$3K ﹤0.01%
100
-700
423
$3K ﹤0.01%
+69
424
$3K ﹤0.01%
+25
425
$3K ﹤0.01%
10
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18 19