CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$2.06M
2
+$2M
3
+$898K
4
UBNK
United Financial Bancorp, Inc.
UBNK
+$832K
5
STJ
St Jude Medical
STJ
+$801K

Top Sells

1
+$963K
2
+$847K
3
+$713K
4
MDT icon
Medtronic
MDT
+$530K
5
GAS
AGL Resources Inc
GAS
+$465K

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
– –
-4,880
129
– –
-8,800
130
– –
-3,256
131
– –
-7,211
2 3 4 5
6