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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
451
$2K ﹤0.01%
+20
452
$1K ﹤0.01%
+33
453
$1K ﹤0.01%
59
454
$1K ﹤0.01%
5
-141
455
$1K ﹤0.01%
100
456
$1K ﹤0.01%
+10
457
$1K ﹤0.01%
+4
458
$1K ﹤0.01%
+14
459
$1K ﹤0.01%
40
460
– –
0
461
$1K ﹤0.01%
+49
462
$1K ﹤0.01%
666
463
$1K ﹤0.01%
+6
464
$1K ﹤0.01%
+2
465
$1K ﹤0.01%
+20
466
$1K ﹤0.01%
18
-367
467
– –
-300
468
– –
0
469
$0 ﹤0.01%
1
-100
470
– –
-40
471
– –
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472
– –
-170
473
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-105
474
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-50
475
– –
-270
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