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
76
$654K 0.29%
+16,750
77
$642K 0.29%
8,250
78
$614K 0.28%
6,900
-53
79
$605K 0.27%
9,248
80
$604K 0.27%
23,819
-265
81
$579K 0.26%
32,356
82
$530K 0.24%
5,624
-50
83
$523K 0.23%
2,544
84
$515K 0.23%
8,581
+50
85
$512K 0.23%
51,040
-68,860
86
$507K 0.23%
25,141
-61,616
87
$502K 0.23%
20,136
-400
88
$499K 0.22%
7,668
-1,200
89
$496K 0.22%
4,400
90
$489K 0.22%
26,299
-3,600
91
$480K 0.22%
2,764
92
$469K 0.21%
6,150
93
$445K 0.2%
+10,916
94
$431K 0.19%
7,854
95
$416K 0.19%
9,248
96
$390K 0.18%
10,742
97
$385K 0.17%
4,135
98
$344K 0.15%
5,200
99
$344K 0.15%
21,835
100
$317K 0.14%
10,335
-14,275
1 2 3
4
5