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
$280M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.18M
3
+$1.82M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1M
5
IBM icon
IBM
IBM
+$841K

Top Sells

1
+$4.2M
2
+$1.86M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$960K
5
SFM icon
Sprouts Farmers Market
SFM
+$846K

Sector Composition

1 Healthcare 20.96%
2 Technology 16.86%
3 Consumer Staples 16.01%
4 Real Estate 12.5%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.13%
8,250
102
$368K 0.13%
639
-89
103
$366K 0.13%
7,098
-2,500
104
$365K 0.13%
5,891
-610
105
$363K 0.13%
2,750
-1,450
106
$361K 0.13%
3,565
+59
107
$351K 0.12%
7,493
-211
108
$348K 0.12%
2,204
-47
109
$348K 0.12%
1,720
+28
110
$347K 0.12%
2,755
111
$327K 0.12%
1,725
-1,715
112
$325K 0.11%
7,250
-300
113
$318K 0.11%
2,155
114
$301K 0.11%
1,156
+10
115
$299K 0.11%
3,005
116
$299K 0.11%
3,825
-1,098
117
$297K 0.1%
1,200
+61
118
$295K 0.1%
215
119
$294K 0.1%
1,371
+18
120
$287K 0.1%
3,926
-1,552
121
$285K 0.1%
15,959
-1,404
122
$284K 0.1%
1,137
123
$275K 0.1%
2,043
-77
124
$262K 0.09%
4,600
125
$261K 0.09%
720
-100
3 4
5
6 7