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
$280M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.18M
3
+$1.82M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1M
5
IBM icon
IBM
IBM
+$841K

Top Sells

1
+$4.2M
2
+$1.86M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$960K
5
SFM icon
Sprouts Farmers Market
SFM
+$846K

Sector Composition

1 Healthcare 20.96%
2 Technology 16.86%
3 Consumer Staples 16.01%
4 Real Estate 12.5%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$255K 0.09%
1,063
127
$255K 0.09%
714
+61
128
$249K 0.09%
8,066
129
$247K 0.09%
1,552
-189
130
$238K 0.08%
1,100
131
$238K 0.08%
2,168
+1
132
$232K 0.08%
1,102
-2,728
133
$231K 0.08%
803
-200
134
$231K 0.08%
4,650
135
$226K 0.08%
1,000
136
$223K 0.08%
1,596
137
$216K 0.08%
908
-100
138
$211K 0.07%
2,095
-400
139
$210K 0.07%
662
140
$209K 0.07%
1,320
141
$208K 0.07%
670
-95
142
$201K 0.07%
1,110
143
$196K 0.07%
1,439
-1,063
144
$187K 0.07%
1,942
-123
145
$186K 0.07%
4,896
146
$184K 0.07%
795
147
$181K 0.06%
992
-193
148
$176K 0.06%
15,000
-5,500
149
$175K 0.06%
2,395
-200
150
$172K 0.06%
1,490
+38
4 5
6
7 8