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
201
$38K 0.02%
584
+363
202
$38K 0.02%
567
203
$38K 0.02%
+343
204
$37K 0.02%
+1,215
205
$36K 0.02%
2,000
206
$36K 0.02%
850
207
$36K 0.02%
6,144
208
$36K 0.02%
1,350
-2,880
209
$35K 0.02%
+310
210
$35K 0.02%
+2,275
211
$35K 0.02%
972
212
$34K 0.01%
715
+502
213
$34K 0.01%
782
+182
214
$34K 0.01%
+1,200
215
$34K 0.01%
266
+251
216
$33K 0.01%
1,015
-43
217
$33K 0.01%
+1,472
218
$32K 0.01%
103
+54
219
$32K 0.01%
875
-280
220
$32K 0.01%
505
+108
221
$32K 0.01%
1,240
+480
222
$31K 0.01%
+584
223
$31K 0.01%
1,200
224
$30K 0.01%
810
225
$30K 0.01%
135
7 8
9
10 11