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
$225M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$952K
3
+$872K
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$715K
5
HIFS icon
Hingham Institution for Saving
HIFS
+$661K

Top Sells

1
+$2M
2
+$988K
3
+$806K
4
PDCO
Patterson Companies, Inc.
PDCO
+$735K
5
EXAC
Exactech Inc
EXAC
+$592K

Sector Composition

1 Technology 16.75%
2 Healthcare 16.15%
3 Industrials 12.12%
4 Consumer Staples 11.59%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 1.36%
19,124
-108
27
$2.96M 1.31%
57,572
-2,100
28
$2.89M 1.29%
94,366
-4,495
29
$2.86M 1.27%
62,161
-3,580
30
$2.8M 1.25%
79,600
+16,030
31
$2.79M 1.24%
16,584
+5,648
32
$2.71M 1.2%
151,415
-8,310
33
$2.57M 1.14%
117,397
-27,070
34
$2.52M 1.12%
16,308
-217
35
$2.49M 1.11%
36,154
-1,755
36
$2.42M 1.07%
45,155
-187
37
$2.4M 1.07%
34,121
-4,855
38
$2.35M 1.04%
56,003
-4,140
39
$2.33M 1.04%
37,091
+2,003
40
$2.29M 1.02%
79,596
+19,150
41
$2.17M 0.97%
20,633
-693
42
$2.08M 0.93%
37,627
-1,095
43
$2M 0.89%
44,895
-16,500
44
$1.87M 0.83%
67,002
-7,240
45
$1.8M 0.8%
52,359
-105
46
$1.79M 0.8%
17,258
-400
47
$1.74M 0.77%
56,295
-17,677
48
$1.71M 0.76%
29,187
+9,125
49
$1.7M 0.76%
56,929
-215
50
$1.68M 0.75%
54,437
-632
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