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
$280M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.18M
3
+$1.82M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1M
5
IBM icon
IBM
IBM
+$841K

Top Sells

1
+$4.2M
2
+$1.86M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$960K
5
SFM icon
Sprouts Farmers Market
SFM
+$846K

Sector Composition

1 Healthcare 20.96%
2 Technology 16.86%
3 Consumer Staples 16.01%
4 Real Estate 12.5%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$766K 0.27%
4,173
+17
77
$726K 0.26%
14,032
-1,503
78
$719K 0.25%
5,778
-359
79
$718K 0.25%
5,140
-40
80
$713K 0.25%
15,285
-3,085
81
$677K 0.24%
7,994
+14
82
$606K 0.21%
1,189
+26
83
$604K 0.21%
3,232
84
$603K 0.21%
4,394
+60
85
$586K 0.21%
4,427
86
$579K 0.2%
11,675
-255
87
$536K 0.19%
2,526
+54
88
$530K 0.19%
3,883
89
$506K 0.18%
18,550
+750
90
$502K 0.18%
6,150
91
$472K 0.17%
7,713
+4,513
92
$454K 0.16%
1,661
+13
93
$448K 0.16%
6,957
+52
94
$432K 0.15%
1,433
-250
95
$430K 0.15%
5,420
-2,520
96
$430K 0.15%
2,640
+260
97
$404K 0.14%
6,087
+187
98
$394K 0.14%
46,800
-7,200
99
$394K 0.14%
2,145
-235
100
$383K 0.14%
4,640
2 3
4
5 6