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
76
$777K 0.35%
13,394
-4,860
77
$701K 0.31%
24,180
78
$614K 0.27%
9,544
-1,193
79
$579K 0.26%
63,600
-750
80
$545K 0.24%
9,306
81
$529K 0.24%
2,544
82
$523K 0.23%
7,388
83
$513K 0.23%
14,062
-4,813
84
$501K 0.22%
5,867
-600
85
$498K 0.22%
4,689
-800
86
$480K 0.21%
3,557
-50
87
$477K 0.21%
4,835
-112
88
$455K 0.2%
7,700
89
$426K 0.19%
5,984
-6,300
90
$420K 0.19%
2,534
-100
91
$420K 0.19%
4,200
-500
92
$393K 0.17%
+3,886
93
$367K 0.16%
+6,000
94
$359K 0.16%
7,354
-523
95
$354K 0.16%
77,705
+1,850
96
$345K 0.15%
4,250
97
$341K 0.15%
7,848
98
$334K 0.15%
21,000
99
$333K 0.15%
5,600
100
$329K 0.15%
3,500
2 3
4
5 6