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
$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
176
$138K 0.05%
2,848
177
$136K 0.05%
445
178
$136K 0.05%
4,298
179
$135K 0.05%
5,500
-3,300
180
$134K 0.05%
4,900
+100
181
$133K 0.05%
660
182
$126K 0.04%
792
+66
183
$124K 0.04%
791
-50
184
$124K 0.04%
495
-3
185
$123K 0.04%
600
-125
186
$120K 0.04%
2,610
187
$119K 0.04%
12,000
-9,650
188
$117K 0.04%
1,250
189
$116K 0.04%
3,200
190
$116K 0.04%
3,838
-3,000
191
$109K 0.04%
672
+56
192
$106K 0.04%
2,133
193
$106K 0.04%
810
194
$104K 0.04%
2,259
195
$99K 0.04%
756
-56
196
$98K 0.03%
1,294
-1,500
197
$97K 0.03%
3,508
+18
198
$94K 0.03%
1,351
199
$94K 0.03%
6,481
+57
200
$93K 0.03%
6,287
+116
6 7
8
9 10