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
$245M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.8M
3
+$1.55M
4
NSP icon
Insperity
NSP
+$1.11M
5
HMSY
HMS Holdings Corp.
HMSY
+$863K

Top Sells

1
+$2.95M
2
+$1.38M
3
+$1.13M
4
TU icon
Telus
TU
+$587K
5
FSLR icon
First Solar
FSLR
+$570K

Sector Composition

1 Healthcare 18.95%
2 Technology 16.92%
3 Financials 12.23%
4 Industrials 12.03%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.09%
7,972
127
$219K 0.09%
+4,326
128
$216K 0.09%
4,164
-200
129
$216K 0.09%
4,800
130
$210K 0.09%
+1,160
131
$200K 0.08%
+2,212
132
$160K 0.07%
18,877
-1,000
133
$148K 0.06%
6,000
134
– –
-3,736
135
– –
-70,082
2 3 4 5
6