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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
501
– –
-26
502
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0
503
– –
-12
504
– –
-348
505
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-401
506
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-196
507
– –
-12,900
508
– –
-325
509
– –
-7,000
510
– –
-224
511
– –
-257
512
– –
-23
513
– –
0
514
$0 ﹤0.01%
+6
515
– –
-18
516
– –
-975
517
$0 ﹤0.01%
6
518
– –
-70
519
– –
-219
520
– –
-350
521
– –
-467
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