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
$237M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.25M
3
+$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$183K 0.08%
725
127
$179K 0.08%
10,654
128
$177K 0.07%
926
129
$171K 0.07%
835
130
$170K 0.07%
4,896
131
$167K 0.07%
2,115
-30
132
$165K 0.07%
715
-92
133
$164K 0.07%
1,552
134
$162K 0.07%
8,066
135
$161K 0.07%
1,021
136
$157K 0.07%
504
137
$156K 0.07%
1,436
138
$156K 0.07%
1,727
139
$154K 0.07%
1,666
140
$152K 0.06%
1,015
-79
141
$147K 0.06%
1,749
142
$142K 0.06%
1,849
143
$142K 0.06%
455
144
$141K 0.06%
542
145
$140K 0.06%
666
146
$139K 0.06%
4,470
147
$139K 0.06%
245
148
$136K 0.06%
5,107
-2,743
149
$135K 0.06%
1,765
150
$135K 0.06%
751
-425
4 5
6
7 8