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
$253M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$907K
4
GG
Goldcorp Inc
GG
+$651K
5
MAA icon
Mid-America Apartment Communities
MAA
+$595K

Top Sells

1
+$1.76M
2
+$1.35M
3
+$862K
4
WLY icon
John Wiley & Sons Class A
WLY
+$747K
5
LPT
Liberty Property Trust
LPT
+$648K

Sector Composition

1 Healthcare 17.6%
2 Technology 17.51%
3 Industrials 12.31%
4 Financials 11.16%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$694K 0.27%
8,089
-725
77
$687K 0.27%
2,575
+81
78
$677K 0.27%
7,689
79
$676K 0.27%
11,845
80
$655K 0.26%
22,292
-256
81
$651K 0.26%
+50,950
82
$637K 0.25%
5,956
-1,200
83
$636K 0.25%
6,460
+185
84
$613K 0.24%
4,173
85
$610K 0.24%
3,600
86
$599K 0.24%
16,575
-5,740
87
$594K 0.24%
11,187
-1,640
88
$593K 0.23%
7,088
-1,367
89
$558K 0.22%
12,094
90
$557K 0.22%
7,388
91
$537K 0.21%
40,840
-1,200
92
$527K 0.21%
3,653
-250
93
$523K 0.21%
4,863
-368
94
$520K 0.21%
2,084
95
$510K 0.2%
19,850
96
$500K 0.2%
20,000
+14,000
97
$486K 0.19%
2,515
-345
98
$483K 0.19%
5,776
99
$479K 0.19%
18,385
+6,370
100
$477K 0.19%
6,384
2 3
4
5 6