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
1
$8.72M 3.88%
311,252
-13,092
2
$6.31M 2.8%
223,373
-763
3
$6.3M 2.8%
57,324
-992
4
$5.79M 2.58%
121,554
-16,900
5
$5.53M 2.46%
84,754
-6,976
6
$5.49M 2.44%
86,860
-1,007
7
$5.33M 2.37%
110,802
+1,202
8
$5.23M 2.32%
57,904
-490
9
$5.15M 2.29%
113,318
-4,975
10
$5.02M 2.23%
50,930
-1,173
11
$3.96M 1.76%
37,704
-3,955
12
$3.9M 1.73%
202,657
-3,895
13
$3.85M 1.71%
84,937
+8,860
14
$3.81M 1.69%
46,298
+7,001
15
$3.77M 1.68%
96,913
+18,344
16
$3.75M 1.67%
146,427
-14,915
17
$3.66M 1.63%
37,271
+8,883
18
$3.65M 1.62%
75,021
-1,615
19
$3.6M 1.6%
226,596
-14,894
20
$3.55M 1.58%
25,216
-832
21
$3.37M 1.5%
98,882
+47
22
$3.29M 1.46%
103,178
-10,612
23
$3.24M 1.44%
31,495
-975
24
$3.19M 1.42%
24,942
-1,518
25
$3.18M 1.41%
143,261
-7,347
1
2 3 4 5