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
$241M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.46M
3
+$1.25M
4
HAIN icon
Hain Celestial
HAIN
+$1.09M
5
BIIB icon
Biogen
BIIB
+$855K

Top Sells

1
+$4.69M
2
+$1.12M
3
+$950K
4
ADP icon
Automatic Data Processing
ADP
+$789K
5
EDR
Education Realty Trust Inc
EDR
+$548K

Sector Composition

1 Healthcare 19.49%
2 Technology 17.16%
3 Financials 11.35%
4 Real Estate 10.24%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.15%
5,768
-4,905
102
$371K 0.15%
1,634
-300
103
$353K 0.15%
4,425
104
$351K 0.15%
9,000
105
$348K 0.14%
3,500
106
$347K 0.14%
4,197
+421
107
$332K 0.14%
7,300
-1,300
108
$332K 0.14%
8,500
-2,100
109
$330K 0.14%
7,896
+1,600
110
$323K 0.13%
4,670
+375
111
$318K 0.13%
5,752
-500
112
$318K 0.13%
15,000
113
$303K 0.13%
4,639
+275
114
$286K 0.12%
+3,360
115
$286K 0.12%
10,008
+348
116
$282K 0.12%
5,078
-389
117
$280K 0.12%
1,647
118
$273K 0.11%
4,550
119
$260K 0.11%
1,275
-325
120
$259K 0.11%
5,180
121
$253K 0.1%
2,068
+427
122
$248K 0.1%
20,840
-4,985
123
$239K 0.1%
5,442
-800
124
$238K 0.1%
3,217
125
$217K 0.09%
2,212
2 3 4
5
6