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
$225M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$952K
3
+$872K
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$715K
5
HIFS icon
Hingham Institution for Saving
HIFS
+$661K

Top Sells

1
+$2M
2
+$988K
3
+$806K
4
PDCO
Patterson Companies, Inc.
PDCO
+$735K
5
EXAC
Exactech Inc
EXAC
+$592K

Sector Composition

1 Technology 16.75%
2 Healthcare 16.15%
3 Industrials 12.12%
4 Consumer Staples 11.59%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.14%
15,000
102
$321K 0.14%
7,525
103
$311K 0.14%
9,771
-3,433
104
$303K 0.13%
13,300
-974
105
$290K 0.13%
3,411
106
$286K 0.13%
1,987
107
$281K 0.12%
6,142
108
$266K 0.12%
15,825
+300
109
$264K 0.12%
3,600
-1,000
110
$257K 0.11%
3,140
-14
111
$247K 0.11%
13,432
112
$244K 0.11%
2,650
113
$233K 0.1%
3,851
114
$227K 0.1%
36,194
-11,256
115
$222K 0.1%
1,647
116
$222K 0.1%
9,660
117
$220K 0.1%
3,900
118
$208K 0.09%
6,300
-3,440
119
$205K 0.09%
+1,530
120
$201K 0.09%
+4,880
121
$196K 0.09%
+1,909
122
$188K 0.08%
4,042
123
$187K 0.08%
+3,005
124
$186K 0.08%
12,631
-1,951
125
$182K 0.08%
+2,385
3 4
5
6 7