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
$223M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.21M
3
+$1.2M
4
EXAC
Exactech Inc
EXAC
+$1.06M
5
EMR icon
Emerson Electric
EMR
+$669K

Top Sells

1
+$1.24M
2
+$757K
3
+$735K
4
BRKL
Brookline Bancorp
BRKL
+$691K
5
ADVS
Advent Software Inc
ADVS
+$438K

Sector Composition

1 Industrials 16.83%
2 Technology 16.46%
3 Healthcare 16.32%
4 Consumer Staples 12.46%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.74M 3.92%
316,744
-2,012
2
$6.71M 3.01%
95,541
3
$6.22M 2.79%
59,467
-2,785
4
$5.69M 2.55%
104,411
-435
5
$5.69M 2.55%
153,152
-250
6
$5.47M 2.46%
92,377
+700
7
$5.17M 2.32%
62,013
-9,075
8
$5M 2.25%
179,914
-489
9
$4.99M 2.24%
80,819
+10,845
10
$4.86M 2.18%
83,426
-3,210
11
$4.62M 2.07%
48,805
-150
12
$4.62M 2.07%
115,972
-644
13
$4.59M 2.06%
254,988
+14,350
14
$4.54M 2.04%
34,304
+9,156
15
$4.49M 2.02%
123,701
+4,140
16
$4.26M 1.91%
108,268
-2,150
17
$3.97M 1.78%
43,625
-100
18
$3.83M 1.72%
41,589
-1,070
19
$3.79M 1.7%
27,600
-29
20
$3.73M 1.68%
36,977
-300
21
$3.6M 1.62%
46,621
-2,350
22
$3.55M 1.59%
119,379
+9,415
23
$3.28M 1.47%
73,581
-745
24
$3.07M 1.38%
42,585
-355
25
$3.02M 1.36%
80,383
+2,700
1
2 3 4 5