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
$185M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.21M
3
+$786K
4
CTWS
Connecticut Water Service Inc
CTWS
+$667K
5
NVO icon
Novo Nordisk
NVO
+$470K

Top Sells

1
+$3.15M
2
+$2.25M
3
+$1.77M
4
CNSL
Consolidated Communications Holdings, Inc.
CNSL
+$324K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$158K

Sector Composition

1 Industrials 19.13%
2 Technology 16.37%
3 Healthcare 15.26%
4 Consumer Staples 13.88%
5 Materials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.13%
18,000
102
$220K 0.12%
4,348
103
$217K 0.12%
2,993
104
$208K 0.11%
4,338
-125
105
$183K 0.1%
4,042
106
$106K 0.06%
3,327
-121
107
– –
-234,725
1 2 3 4
5