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
$253M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$907K
4
GG
Goldcorp Inc
GG
+$651K
5
MAA icon
Mid-America Apartment Communities
MAA
+$595K

Top Sells

1
+$1.76M
2
+$1.35M
3
+$862K
4
WLY icon
John Wiley & Sons Class A
WLY
+$747K
5
LPT
Liberty Property Trust
LPT
+$648K

Sector Composition

1 Healthcare 17.6%
2 Technology 17.51%
3 Industrials 12.31%
4 Financials 11.16%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.09%
2,212
127
$217K 0.09%
4,326
128
$217K 0.09%
7,972
129
$205K 0.08%
+5,900
130
$93K 0.04%
18,109
-768
131
– –
-1,841
132
– –
-4,164
133
– –
-3,395
134
– –
-11,471
135
– –
-1,160
136
– –
-2,939
2 3 4 5
6