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
$223M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.21M
3
+$1.2M
4
EXAC
Exactech Inc
EXAC
+$1.06M
5
EMR icon
Emerson Electric
EMR
+$669K

Top Sells

1
+$1.24M
2
+$757K
3
+$735K
4
BRKL
Brookline Bancorp
BRKL
+$691K
5
ADVS
Advent Software Inc
ADVS
+$438K

Sector Composition

1 Industrials 16.83%
2 Technology 16.46%
3 Healthcare 16.32%
4 Consumer Staples 12.46%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$303K 0.14%
3,326
+168
102
$300K 0.13%
4,348
103
$296K 0.13%
4,736
104
$289K 0.13%
15,571
105
$283K 0.13%
1,887
106
$271K 0.12%
9,725
107
$260K 0.12%
2,500
108
$257K 0.12%
7,974
-320
109
$252K 0.11%
3,900
110
$243K 0.11%
3,163
111
$242K 0.11%
5,380
112
$234K 0.11%
+1,100
113
$233K 0.1%
33,220
-4,475
114
$231K 0.1%
+3,360
115
$227K 0.1%
3,280
116
$227K 0.1%
4,248
117
$227K 0.1%
4,720
118
$224K 0.1%
4,194
119
$217K 0.1%
+4,050
120
$194K 0.09%
4,042
121
$5K ﹤0.01%
600
122
– –
-5,950
123
– –
-19,720
124
– –
-20,940
1 2 3 4
5