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
51
$1.68M 0.76%
63,416
+519
52
$1.67M 0.75%
12,881
-1,945
53
$1.64M 0.73%
32,209
-1,281
54
$1.59M 0.71%
53,797
-158
55
$1.54M 0.69%
33,066
-275
56
$1.53M 0.69%
28,600
57
$1.47M 0.66%
20,351
-860
58
$1.47M 0.66%
48,624
-1,115
59
$1.43M 0.64%
91,691
+3,615
60
$1.33M 0.6%
32,355
-1,273
61
$1.32M 0.59%
+92,705
62
$1.25M 0.56%
8,165
-277
63
$1.25M 0.56%
82,164
-13,425
64
$1.18M 0.53%
13,957
65
$1.17M 0.52%
21,355
-210
66
$1.11M 0.5%
11,844
67
$1.09M 0.49%
27,468
68
$1.05M 0.47%
9,984
69
$1.02M 0.46%
8,143
-650
70
$1M 0.45%
73,050
-1,250
71
$1M 0.45%
9,365
72
$996K 0.45%
86,437
+17,260
73
$845K 0.38%
9,141
-577
74
$796K 0.36%
6,574
75
$784K 0.35%
31,850
1 2
3
4 5