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
51
$1.51M 0.53%
122,477
+3,672
52
$1.47M 0.52%
29,400
-83,826
53
$1.47M 0.52%
5,484
-325
54
$1.4M 0.49%
106,675
+40,105
55
$1.37M 0.49%
25,848
56
$1.28M 0.45%
4,286
-238
57
$1.25M 0.44%
13,959
-515
58
$1.15M 0.41%
4,026
-113
59
$1.02M 0.36%
9,750
-300
60
$1.01M 0.36%
12,579
-150
61
$990K 0.35%
13,721
62
$983K 0.35%
11,655
+125
63
$967K 0.34%
7,144
-165
64
$962K 0.34%
5,933
+2,120
65
$962K 0.34%
21,024
-211
66
$936K 0.33%
11,411
-66
67
$935K 0.33%
18,358
-424
68
$925K 0.33%
2,621
69
$860K 0.3%
4,428
-250
70
$830K 0.29%
7,011
+2,205
71
$828K 0.29%
5,129
+69
72
$813K 0.29%
1,800
73
$800K 0.28%
15,090
-13,755
74
$793K 0.28%
13,385
-260
75
$784K 0.28%
15,326
-400
1 2
3
4 5