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
$253M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$907K
4
GG
Goldcorp Inc
GG
+$651K
5
MAA icon
Mid-America Apartment Communities
MAA
+$595K

Top Sells

1
+$1.76M
2
+$1.35M
3
+$862K
4
WLY icon
John Wiley & Sons Class A
WLY
+$747K
5
LPT
Liberty Property Trust
LPT
+$648K

Sector Composition

1 Healthcare 17.6%
2 Technology 17.51%
3 Industrials 12.31%
4 Financials 11.16%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$448K 0.18%
10,600
-2,800
102
$409K 0.16%
2,061
103
$400K 0.16%
2,435
-20
104
$388K 0.15%
10,445
-9,180
105
$383K 0.15%
6,252
106
$352K 0.14%
3,500
107
$346K 0.14%
5,699
-1,007
108
$344K 0.14%
4,073
109
$341K 0.14%
15,000
110
$336K 0.13%
10,829
111
$334K 0.13%
1,647
112
$330K 0.13%
4,550
-578
113
$318K 0.13%
9,660
114
$299K 0.12%
4,295
115
$291K 0.12%
9,432
116
$284K 0.11%
2,500
117
$278K 0.11%
5,178
118
$278K 0.11%
5,180
119
$277K 0.11%
4,425
120
$265K 0.1%
2,901
-900
121
$257K 0.1%
3,821
-600
122
$250K 0.1%
5,442
123
$240K 0.1%
11,550
-2,100
124
$224K 0.09%
1,810
-629
125
$222K 0.09%
4,800
2 3 4
5
6