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
$237M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.25M
3
+$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98.3K 0.04%
6,653
177
$97.4K 0.04%
633
178
$97.3K 0.04%
500
179
$97.2K 0.04%
+1,200
180
$96.8K 0.04%
985
-285
181
$96.3K 0.04%
3,200
182
$91.9K 0.04%
5,350
183
$91.2K 0.04%
800
184
$91.2K 0.04%
778
185
$90.9K 0.04%
3,593
186
$88.8K 0.04%
680
187
$87.6K 0.04%
6,428
188
$87.6K 0.04%
2,460
189
$86.6K 0.04%
800
190
$85.9K 0.04%
381
191
$84.8K 0.04%
1,097
192
$83.4K 0.04%
153
193
$79.4K 0.03%
2,095
194
$77.9K 0.03%
2,745
-1,200
195
$77K 0.03%
522
196
$76K 0.03%
1,200
197
$75.2K 0.03%
300
198
$72.5K 0.03%
300
199
$72.4K 0.03%
245
200
$71.6K 0.03%
150
6 7
8
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