CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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%
+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%
40
461
– –
0
462
$1K ﹤0.01%
+49
463
$1K ﹤0.01%
666
464
$1K ﹤0.01%
100
465
$1K ﹤0.01%
+10
466
$1K ﹤0.01%
+14
467
– –
-975
468
$0 ﹤0.01%
6
469
– –
-300
470
– –
-58
471
– –
-257
472
– –
-23
473
– –
0
474
– –
-70
475
– –
-154
17 18
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