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
$208M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.17M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$988K
5
LPT
Liberty Property Trust
LPT
+$978K

Top Sells

1
+$1.11M
2
+$810K
3
+$596K
4
AAPL icon
Apple
AAPL
+$510K
5
ADBE icon
Adobe
ADBE
+$300K

Sector Composition

1 Industrials 17.51%
2 Technology 16.95%
3 Healthcare 16.76%
4 Consumer Staples 12.09%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$279K 0.13%
5,200
102
$270K 0.13%
3,158
103
$269K 0.13%
21,835
+2,835
104
$265K 0.13%
5,950
-2,525
105
$261K 0.13%
1,887
106
$258K 0.12%
37,695
-2,900
107
$244K 0.12%
9,725
-5,191
108
$241K 0.12%
4,194
109
$239K 0.11%
2,500
-500
110
$232K 0.11%
3,900
111
$227K 0.11%
20,940
-8,150
112
$225K 0.11%
5,380
-175
113
$219K 0.11%
3,163
114
$214K 0.1%
3,280
-350
115
$214K 0.1%
4,248
116
$211K 0.1%
+4,720
117
$192K 0.09%
4,042
118
$7K ﹤0.01%
+600
119
– –
-1,550
120
– –
-7,044
121
– –
-4,145
122
– –
-37,210
123
– –
-2,076
124
– –
-1,900
1 2 3 4
5