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
$212M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.5M
3
+$1.44M
4
GPC icon
Genuine Parts
GPC
+$1.27M
5
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.16M

Top Sells

1
+$3.79M
2
+$2.56M
3
+$1.66M
4
DD
Du Pont De Nemours E I
DD
+$1.4M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.24M

Sector Composition

1 Technology 18.18%
2 Healthcare 14.38%
3 Industrials 13.18%
4 Consumer Staples 11.74%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.32%
4,759
-2,505
77
$660K 0.31%
18,875
-3,766
78
$650K 0.31%
25,769
-1,991
79
$645K 0.3%
+15,305
80
$595K 0.28%
5,206
-500
81
$584K 0.28%
+4,588
82
$542K 0.26%
6,590
-1,263
83
$532K 0.25%
2,544
84
$530K 0.25%
7,211
-6,700
85
$483K 0.23%
+9,306
86
$479K 0.23%
3,707
-20
87
$474K 0.22%
5,050
-1,550
88
$464K 0.22%
50,250
-19,750
89
$464K 0.22%
13,354
+100
90
$463K 0.22%
7,368
91
$457K 0.22%
70,355
+21,925
92
$441K 0.21%
9,597
-17,597
93
$437K 0.21%
7,877
+23
94
$422K 0.2%
2,719
-170
95
$410K 0.19%
7,700
-1,778
96
$382K 0.18%
10,255
-68,770
97
$374K 0.18%
4,400
98
$355K 0.17%
25,457
-6,399
99
$351K 0.17%
7,848
-2,124
100
$340K 0.16%
3,500
2 3
4
5 6