CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.77M
3
+$771K
4
UBNK
United Financial Bancorp, Inc.
UBNK
+$704K
5
VTR icon
Ventas
VTR
+$698K

Top Sells

1
+$968K
2
+$847K
3
+$659K
4
WFM
Whole Foods Market Inc
WFM
+$653K
5
MDT icon
Medtronic
MDT
+$530K

Sector Composition

1 Technology 17.09%
2 Healthcare 16.24%
3 Industrials 12.12%
4 Consumer Staples 11.51%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,927
127
– –
-6,810
128
– –
-3,256
129
– –
-7,211
130
– –
-4,880
131
– –
-8,800
2 3 4 5
6