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
$212M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.5M
3
+$1.44M
4
GPC icon
Genuine Parts
GPC
+$1.27M
5
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.16M

Top Sells

1
+$3.79M
2
+$2.56M
3
+$1.66M
4
DD
Du Pont De Nemours E I
DD
+$1.4M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.24M

Sector Composition

1 Technology 18.18%
2 Healthcare 14.38%
3 Industrials 13.18%
4 Consumer Staples 11.74%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,100
127
– –
-4,583
128
– –
-908
129
– –
-2,225
130
– –
-3,709
131
– –
-3,160
132
– –
-22,979
133
– –
-4,050
134
– –
-8,250
2 3 4 5
6