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
176
$58K 0.03%
296
+141
177
$56K 0.02%
790
178
$56K 0.02%
1,840
179
$53K 0.02%
1,500
180
$53K 0.02%
+550
181
$53K 0.02%
976
+473
182
$51K 0.02%
1,420
183
$51K 0.02%
+2,000
184
$50K 0.02%
1,065
-20,356
185
$48K 0.02%
1,200
186
$47K 0.02%
600
187
$45K 0.02%
3,700
188
$45K 0.02%
1,800
189
$45K 0.02%
500
190
$45K 0.02%
1,000
191
$45K 0.02%
650
-600
192
$44K 0.02%
1,584
193
$44K 0.02%
365
194
$41K 0.02%
606
195
$41K 0.02%
+746
196
$40K 0.02%
916
197
$39K 0.02%
1,379
+649
198
$39K 0.02%
433
199
$38K 0.02%
+524
200
$38K 0.02%
325
+45
6 7
8
9 10