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
$237M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.25M
3
+$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$485K 0.2%
4,848
-982
77
$483K 0.2%
5,349
78
$474K 0.2%
7,225
-560
79
$467K 0.2%
5,657
-1,000
80
$463K 0.19%
3,883
81
$459K 0.19%
9,129
82
$445K 0.19%
3,336
83
$439K 0.19%
15,254
-379
84
$404K 0.17%
1,362
85
$397K 0.17%
5,900
86
$397K 0.17%
3,901
87
$392K 0.17%
17,000
-10,200
88
$381K 0.16%
34,822
-7,650
89
$381K 0.16%
10,111
-60
90
$376K 0.16%
5,135
91
$374K 0.16%
2,354
92
$370K 0.16%
2,598
-88
93
$368K 0.15%
6,243
94
$353K 0.15%
2,078
95
$347K 0.15%
1,561
-30
96
$333K 0.14%
1,596
97
$331K 0.14%
501
-64
98
$330K 0.14%
1,088
99
$329K 0.14%
7,095
-800
100
$317K 0.13%
3,468
2 3
4
5 6