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
26
$3.69M 1.3%
78,450
-5,639
27
$3.63M 1.28%
23,784
-201
28
$3.6M 1.27%
+251,220
29
$3.47M 1.22%
153,539
-2,240
30
$3.39M 1.2%
26,091
+6,470
31
$3.18M 1.12%
+45,693
32
$3.12M 1.1%
22,566
-748
33
$2.98M 1.05%
12,327
-320
34
$2.79M 0.99%
148,054
-9,085
35
$2.52M 0.89%
461,005
-66,735
36
$2.52M 0.89%
45,312
-10,014
37
$2.28M 0.81%
126,900
+3,600
38
$2.27M 0.8%
8,746
-221
39
$2.23M 0.79%
16,301
-985
40
$2.22M 0.78%
27,947
-8,637
41
$2.2M 0.78%
4,570
-722
42
$2.19M 0.77%
26,134
+7,738
43
$2.12M 0.75%
61,703
+22,025
44
$1.99M 0.7%
11,998
-978
45
$1.97M 0.69%
3,330
-167
46
$1.83M 0.65%
8,725
-689
47
$1.8M 0.64%
10,787
+2,350
48
$1.79M 0.63%
17,320
-300
49
$1.54M 0.54%
7,338
-1,140
50
$1.52M 0.54%
10,900
+380
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2
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