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
$225M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$988K
3 +$806K
4
PDCO
Patterson Companies, Inc.
PDCO
+$735K
5
EXAC
Exactech Inc
EXAC
+$592K

Sector Composition

1 Technology 16.75%
2 Healthcare 16.15%
3 Industrials 12.12%
4 Consumer Staples 11.59%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$83K 0.04%
+1,505
152
$81K 0.04%
+808
153
$80K 0.04%
+6,000
154
$78K 0.03%
+800
155
$78K 0.03%
+1,264
156
$77K 0.03%
+2,400
157
$77K 0.03%
4,794
-9,700
158
$74K 0.03%
+990
159
$67K 0.03%
+2,800
160
$65K 0.03%
+428
161
$60K 0.03%
+1,500
162
$60K 0.03%
+4,500
163
$60K 0.03%
+1,000
164
$60K 0.03%
+1,266
165
$58K 0.03%
+900
166
$58K 0.03%
+1,200
167
$56K 0.02%
+704
168
$55K 0.02%
+3,020
169
$53K 0.02%
+1,840
170
$51K 0.02%
+2,000
171
$50K 0.02%
+1,500
172
$49K 0.02%
+509
173
$48K 0.02%
+600
174
$47K 0.02%
+1,200
175
$47K 0.02%
+790