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
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$203K 0.09%
3,183
-22
127
$190K 0.08%
2,856
128
$182K 0.08%
3,804
129
$174K 0.08%
2,338
130
$173K 0.08%
4,042
131
$172K 0.07%
2,385
132
$167K 0.07%
1,460
-75
133
$164K 0.07%
2,530
-70
134
$161K 0.07%
4,800
135
$157K 0.07%
2,453
+91
136
$152K 0.07%
6,000
137
$150K 0.07%
1,866
138
$148K 0.06%
2,125
139
$145K 0.06%
2,688
+800
140
$140K 0.06%
4,650
-300
141
$129K 0.06%
3,293
+99
142
$123K 0.05%
1,130
+280
143
$123K 0.05%
898
144
$119K 0.05%
+966
145
$112K 0.05%
500
146
$111K 0.05%
1,416
147
$110K 0.05%
1,230
148
$108K 0.05%
1,700
149
$106K 0.05%
2,450
150
$100K 0.04%
2,000
4 5
6
7 8