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
151
$171K 0.06%
4,470
152
$171K 0.06%
1,387
153
$170K 0.06%
1,765
154
$167K 0.06%
1,670
155
$166K 0.06%
3,000
156
$166K 0.06%
1,675
-59
157
$164K 0.06%
985
-1,375
158
$163K 0.06%
3,789
159
$161K 0.06%
566
160
$161K 0.06%
1,952
-180
161
$160K 0.06%
2,127
-73
162
$159K 0.06%
1,400
163
$151K 0.05%
1,916
164
$150K 0.05%
1,335
165
$149K 0.05%
1,340
-84
166
$148K 0.05%
906
+13
167
$147K 0.05%
1,270
168
$145K 0.05%
3,095
169
$143K 0.05%
3,945
170
$141K 0.05%
1,434
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171
$141K 0.05%
6,215
172
$140K 0.05%
795
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173
$139K 0.05%
2,185
174
$139K 0.05%
10,596
+3,733
175
$138K 0.05%
11,000
-4,000
5 6
7
8 9