CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.77M
3
+$771K
4
UBNK
United Financial Bancorp, Inc.
UBNK
+$704K
5
VTR icon
Ventas
VTR
+$698K

Top Sells

1
+$968K
2
+$847K
3
+$659K
4
WFM
Whole Foods Market Inc
WFM
+$653K
5
MDT icon
Medtronic
MDT
+$530K

Sector Composition

1 Technology 17.09%
2 Healthcare 16.24%
3 Industrials 12.12%
4 Consumer Staples 11.51%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.79%
60,446
-240
52
$1.59M 0.79%
55,069
-158
53
$1.44M 0.71%
56,910
-7,100
54
$1.43M 0.7%
38,860
-140
55
$1.4M 0.69%
52,464
+10,500
56
$1.37M 0.68%
11,491
-108
57
$1.36M 0.67%
27,190
-200
58
$1.21M 0.59%
10,300
+2,757
59
$1.19M 0.59%
9,728
-46
60
$1.16M 0.57%
18,337
+465
61
$1.09M 0.54%
20,062
+12,694
62
$1.09M 0.54%
30,560
+2,560
63
$1.05M 0.52%
16,640
-575
64
$1M 0.49%
25,548
-225
65
$978K 0.48%
32,651
-502
66
$973K 0.48%
41,075
-800
67
$947K 0.47%
94,755
-1,095
68
$907K 0.45%
7,162
+2,574
69
$895K 0.44%
24,811
-1,719
70
$893K 0.44%
12,284
71
$846K 0.42%
6,308
-535
72
$839K 0.41%
18,254
-470
73
$816K 0.4%
32,040
-7,100
74
$785K 0.39%
5,823
+1,064
75
$771K 0.38%
+8,794
1 2
3
4 5