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
$223M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.21M
3
+$1.2M
4
EXAC
Exactech Inc
EXAC
+$1.06M
5
EMR icon
Emerson Electric
EMR
+$669K

Top Sells

1
+$1.24M
2
+$757K
3
+$735K
4
BRKL
Brookline Bancorp
BRKL
+$691K
5
ADVS
Advent Software Inc
ADVS
+$438K

Sector Composition

1 Industrials 16.83%
2 Technology 16.46%
3 Healthcare 16.32%
4 Consumer Staples 12.46%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.34%
21,969
-512
27
$2.95M 1.32%
61,260
-200
28
$2.92M 1.31%
68,300
+1,185
29
$2.89M 1.3%
27,078
-130
30
$2.85M 1.28%
53,424
31
$2.83M 1.27%
60,576
-750
32
$2.76M 1.24%
129,246
+8,593
33
$2.38M 1.07%
44,011
-52
34
$2.32M 1.04%
26,668
-1,441
35
$2.31M 1.04%
14,526
-532
36
$2.2M 0.99%
43,619
-300
37
$2.15M 0.96%
22,779
+110
38
$2.13M 0.96%
72,532
+375
39
$2.1M 0.94%
78,788
-200
40
$2.06M 0.92%
18,527
-50
41
$2.02M 0.91%
85,595
+44,792
42
$1.9M 0.85%
20,040
43
$1.89M 0.85%
54,805
+34,705
44
$1.86M 0.84%
87,920
45
$1.79M 0.8%
67,986
-60
46
$1.79M 0.8%
37,331
-900
47
$1.78M 0.8%
58,178
-1,214
48
$1.7M 0.76%
25,536
-963
49
$1.69M 0.76%
33,454
-1,633
50
$1.69M 0.76%
56,880
-1,000
1
2
3 4 5