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
51
$1.63M 0.73%
30,990
-7,835
52
$1.6M 0.71%
14,537
-5,320
53
$1.59M 0.71%
26,840
-350
54
$1.58M 0.7%
10,929
+629
55
$1.55M 0.69%
12,502
+5,340
56
$1.47M 0.65%
37,920
-940
57
$1.46M 0.65%
11,491
58
$1.41M 0.63%
+21,822
59
$1.38M 0.61%
17,057
-1,280
60
$1.32M 0.59%
32,387
-7,780
61
$1.28M 0.57%
100,165
+37,985
62
$1.14M 0.51%
16,640
63
$1.11M 0.49%
23,848
-1,700
64
$1.09M 0.48%
28,860
-1,700
65
$1.07M 0.48%
38,730
-2,345
66
$1.04M 0.46%
7,764
-1,964
67
$949K 0.42%
27,875
-29,035
68
$924K 0.41%
29,596
-3,055
69
$910K 0.4%
82,645
-12,110
70
$909K 0.4%
21,994
-2,817
71
$855K 0.38%
17,900
-435
72
$847K 0.38%
5,701
-122
73
$845K 0.38%
29,450
-2,590
74
$838K 0.37%
7,739
-1,055
75
$789K 0.35%
5,453
-855
1 2
3
4 5