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
201
$31K 0.01%
+815
202
$31K 0.01%
+1,200
203
$30K 0.01%
+3,972
204
$30K 0.01%
+816
205
$30K 0.01%
+800
206
$30K 0.01%
+503
207
$29K 0.01%
+700
208
$28K 0.01%
+240
209
$28K 0.01%
+810
210
$27K 0.01%
+1,058
211
$27K 0.01%
+600
212
$27K 0.01%
+260
213
$26K 0.01%
+1,000
214
$26K 0.01%
+219
215
$26K 0.01%
+220
216
$26K 0.01%
+500
217
$26K 0.01%
+397
218
$26K 0.01%
597
-5,000
219
$25K 0.01%
+800
220
$25K 0.01%
+200
221
$25K 0.01%
+230
222
$25K 0.01%
+1,615
223
$24K 0.01%
+760
224
$24K 0.01%
+570
225
$23K 0.01%
+1,089
7 8
9
10 11