CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$798K 0.35%
5,622
-79
77
$721K 0.31%
23,518
78
$666K 0.29%
10,254
-2,640
79
$654K 0.28%
9,631
+338
80
$617K 0.27%
5,538
-1,080
81
$570K 0.25%
2,637
82
$559K 0.24%
21,725
+15,225
83
$557K 0.24%
9,306
84
$553K 0.24%
6,535
-65
85
$548K 0.24%
7,388
86
$539K 0.23%
3,400
-337
87
$532K 0.23%
4,200
88
$516K 0.22%
13,061
89
$509K 0.22%
60,100
-7,250
90
$489K 0.21%
5,601
-216
91
$484K 0.21%
7,678
-22
92
$454K 0.2%
86,405
-3,275
93
$454K 0.2%
4,885
+50
94
$450K 0.2%
6,384
-100
95
$402K 0.17%
10,639
+1,218
96
$399K 0.17%
2,284
-250
97
$396K 0.17%
3,541
98
$379K 0.16%
12,814
-486
99
$367K 0.16%
4,550
+300
100
$365K 0.16%
+27,216
2 3
4
5 6