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
$237M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.99M
3
+$1.53M
4
SNY icon
Sanofi
SNY
+$1.43M
5
BIIB icon
Biogen
BIIB
+$1.3M

Top Sells

1
+$1.65M
2
+$1.25M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.02M
5
AAPL icon
Apple
AAPL
+$971K

Sector Composition

1 Healthcare 19.58%
2 Technology 17.64%
3 Financials 11.4%
4 Industrials 10.67%
5 Real Estate 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.1%
+1,641
127
$211K 0.09%
4,326
128
$209K 0.09%
+3,217
129
$206K 0.09%
2,212
130
$204K 0.09%
3,521
-300
131
$120K 0.05%
+46,500
132
– –
-5,900
133
– –
-5,178
134
– –
-18,109
135
– –
-10,829
136
– –
-2,500
137
– –
-11,550
138
– –
-7,972
139
– –
-16,575
140
– –
-4,800
141
– –
-33,364
2 3 4 5
6