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
451
$2K ﹤0.01%
+20
452
$1K ﹤0.01%
+6
453
$1K ﹤0.01%
+2
454
$1K ﹤0.01%
+20
455
$1K ﹤0.01%
+4
456
$1K ﹤0.01%
18
-367
457
$1K ﹤0.01%
+33
458
$1K ﹤0.01%
59
459
$1K ﹤0.01%
5
-141
460
$1K ﹤0.01%
+14
461
$1K ﹤0.01%
40
462
$1K ﹤0.01%
1
463
$1K ﹤0.01%
+49
464
$1K ﹤0.01%
666
465
$1K ﹤0.01%
100
466
$1K ﹤0.01%
+10
467
– –
-375
468
– –
-623
469
– –
-7,000
470
– –
-224
471
– –
-300
472
– –
-257
473
– –
-23
474
– –
0
475
$0 ﹤0.01%
+6
17 18
19
20 21