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
201
$92K 0.03%
1,650
202
$90K 0.03%
833
+33
203
$90K 0.03%
593
204
$89K 0.03%
1,200
205
$88K 0.03%
504
206
$87K 0.03%
1,125
207
$87K 0.03%
3,805
208
$87K 0.03%
393
-666
209
$86K 0.03%
652
210
$86K 0.03%
48,000
-20,000
211
$84K 0.03%
395
-20
212
$83K 0.03%
275
-16
213
$83K 0.03%
452
+69
214
$82K 0.03%
18,500
+13,500
215
$82K 0.03%
1,435
216
$81K 0.03%
680
217
$78K 0.03%
1,240
+130
218
$78K 0.03%
300
219
$77K 0.03%
622
+122
220
$76K 0.03%
1,500
221
$76K 0.03%
300
222
$73K 0.03%
+5,350
223
$72K 0.03%
2,500
-3,900
224
$72K 0.03%
153
225
$69K 0.02%
160
7 8
9
10 11