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
$241M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.46M
3
+$1.25M
4
HAIN icon
Hain Celestial
HAIN
+$1.09M
5
BIIB icon
Biogen
BIIB
+$855K

Top Sells

1
+$4.69M
2
+$1.12M
3
+$950K
4
ADP icon
Automatic Data Processing
ADP
+$789K
5
EDR
Education Realty Trust Inc
EDR
+$548K

Sector Composition

1 Healthcare 19.49%
2 Technology 17.16%
3 Financials 11.35%
4 Real Estate 10.24%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.09%
5,000
127
$215K 0.09%
2,523
-500
128
$212K 0.09%
+3,581
129
$212K 0.09%
2,301
-300
130
$208K 0.09%
5,000
-2,400
131
$151K 0.06%
72,500
+26,000
132
$102K 0.04%
+18,000
133
– –
-4,326
134
– –
-2,410
135
– –
-3,521
136
– –
-183,585
2 3 4 5
6