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
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$92K 0.04%
1,700
152
$91K 0.04%
1,915
153
$90K 0.04%
2,400
154
$86K 0.04%
685
+135
155
$83K 0.04%
800
156
$82K 0.04%
800
157
$80K 0.03%
1,264
158
$80K 0.03%
5,125
-2,471
159
$79K 0.03%
808
160
$78K 0.03%
+2,200
161
$76K 0.03%
4,794
162
$75K 0.03%
1,400
-5,500
163
$74K 0.03%
1,525
+275
164
$73K 0.03%
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165
$69K 0.03%
1,775
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166
$67K 0.03%
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167
$65K 0.03%
428
168
$65K 0.03%
1,591
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169
$64K 0.03%
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170
$62K 0.03%
704
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171
$62K 0.03%
504
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172
$61K 0.03%
3,638
+768
173
$59K 0.03%
900
174
$59K 0.03%
1,200
175
$59K 0.03%
1,000
5 6
7
8 9