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
$193M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.44M
3
+$1.43M
4
UTHR icon
United Therapeutics
UTHR
+$1.27M
5
PG icon
Procter & Gamble
PG
+$1.17M

Top Sells

1
+$3.16M
2
+$1.78M
3
+$869K
4
NEOG icon
Neogen
NEOG
+$696K
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$595K

Sector Composition

1 Industrials 19.06%
2 Healthcare 17.22%
3 Technology 15.95%
4 Consumer Staples 13.47%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.16%
5,600
-1,100
102
$307K 0.16%
40,595
-75
103
$282K 0.15%
3,135
-479
104
$280K 0.14%
4,194
105
$260K 0.13%
2,993
106
$254K 0.13%
18,000
107
$244K 0.13%
4,348
108
$220K 0.11%
4,248
109
$211K 0.11%
3,468
110
$209K 0.11%
+4,880
111
$195K 0.1%
4,042
112
– –
-23,510
1 2 3 4
5