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
$225M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$988K
3 +$806K
4
PDCO
Patterson Companies, Inc.
PDCO
+$735K
5
EXAC
Exactech Inc
EXAC
+$592K

Sector Composition

1 Technology 16.75%
2 Healthcare 16.15%
3 Industrials 12.12%
4 Consumer Staples 11.59%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$180K 0.08%
9,860
-6,000
127
$179K 0.08%
+2,856
128
$177K 0.08%
+3,804
129
$170K 0.08%
2,338
-825
130
$168K 0.07%
+1,460
131
$155K 0.07%
5,470
-3,826
132
$149K 0.07%
+2,130
133
$148K 0.07%
+2,362
134
$143K 0.06%
+2,688
135
$142K 0.06%
+5,800
136
$141K 0.06%
+1,702
137
$141K 0.06%
+1,866
138
$133K 0.06%
+2,400
139
$132K 0.06%
+3,194
140
$115K 0.05%
+1,700
141
$109K 0.05%
+1,416
142
$103K 0.05%
+2,000
143
$103K 0.05%
+500
144
$101K 0.04%
+1,675
145
$92K 0.04%
+800
146
$91K 0.04%
+4,250
147
$91K 0.04%
+2,450
148
$90K 0.04%
+950
149
$87K 0.04%
2,035
-5,050
150
$84K 0.04%
+1,700