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
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$364K 0.16%
32,294
-900
102
$362K 0.16%
21,000
103
$358K 0.16%
2,350
+2,037
104
$348K 0.15%
3,500
105
$348K 0.15%
+3,705
106
$332K 0.14%
7,848
107
$324K 0.14%
7,100
-425
108
$308K 0.13%
5,850
+250
109
$307K 0.13%
3,411
110
$292K 0.13%
2,024
+37
111
$289K 0.13%
15,000
112
$282K 0.12%
13,432
113
$280K 0.12%
20,760
+11,400
114
$273K 0.12%
4,421
+521
115
$262K 0.11%
3,350
-250
116
$260K 0.11%
6,142
117
$259K 0.11%
5,854
118
$252K 0.11%
18,525
+3,000
119
$239K 0.1%
2,500
120
$232K 0.1%
9,660
121
$222K 0.1%
5,180
+300
122
$216K 0.09%
3,140
123
$215K 0.09%
1,647
124
$213K 0.09%
1,530
+498
125
$207K 0.09%
1,639
3 4
5
6 7