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
$245M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.8M
3
+$1.55M
4
NSP icon
Insperity
NSP
+$1.11M
5
HMSY
HMS Holdings Corp.
HMSY
+$863K

Top Sells

1
+$2.95M
2
+$1.38M
3
+$1.13M
4
TU icon
Telus
TU
+$587K
5
FSLR icon
First Solar
FSLR
+$570K

Sector Composition

1 Healthcare 18.95%
2 Technology 16.92%
3 Financials 12.23%
4 Industrials 12.03%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$396K 0.16%
5,128
102
$385K 0.16%
10,829
103
$381K 0.16%
2,939
104
$378K 0.15%
2,061
105
$371K 0.15%
2,455
106
$370K 0.15%
6,706
107
$355K 0.14%
3,500
108
$348K 0.14%
4,073
109
$334K 0.14%
12,015
-14,915
110
$334K 0.14%
3,801
111
$320K 0.13%
15,000
112
$315K 0.13%
4,421
113
$310K 0.13%
13,650
114
$308K 0.13%
1,647
115
$297K 0.12%
2,439
+50
116
$286K 0.12%
5,178
-7,335
117
$278K 0.11%
5,180
118
$274K 0.11%
9,432
119
$273K 0.11%
2,500
120
$270K 0.11%
4,295
121
$262K 0.11%
1,841
122
$260K 0.11%
3,395
-3,200
123
$252K 0.1%
9,660
124
$245K 0.1%
5,442
125
$229K 0.09%
4,425
2 3 4
5
6