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 Buys

1
+$1.41M
2
+$952K
3
+$872K
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$715K
5
HIFS icon
Hingham Institution for Saving
HIFS
+$661K

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
176
$46K 0.02%
+429
177
$46K 0.02%
+1,584
178
$45K 0.02%
+550
179
$43K 0.02%
+567
180
$42K 0.02%
+365
181
$42K 0.02%
+500
182
$41K 0.02%
+1,220
183
$41K 0.02%
+3,700
184
$41K 0.02%
+606
185
$39K 0.02%
+850
186
$38K 0.02%
+780
187
$38K 0.02%
+6,144
188
$36K 0.02%
+1,155
189
$36K 0.02%
+2,380
190
$35K 0.02%
+972
191
$35K 0.02%
+600
192
$34K 0.02%
+916
193
$33K 0.01%
+433
194
$33K 0.01%
+384
195
$32K 0.01%
+135
196
$32K 0.01%
+1,000
197
$32K 0.01%
+155
198
$31K 0.01%
+375
199
$31K 0.01%
+2,000
200
$31K 0.01%
+1,000
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8
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