CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$3.69M
2
+$3.08M
3
+$1.98M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.01M
5
SNN icon
Smith & Nephew
SNN
+$846K

Top Sells

1
+$4.3M
2
+$1.92M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$925K
5
SFM icon
Sprouts Farmers Market
SFM
+$791K

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
1
$14.7M 5.26%
84,317
-5,499
2
$9.51M 3.4%
174,630
+1,944
3
$9.04M 3.23%
361,853
-74,657
4
$8.34M 2.98%
162,637
+35,584
5
$7.94M 2.84%
303,825
-42,975
6
$7.75M 2.77%
466,109
+16,985
7
$7.51M 2.68%
146,384
+3,738
8
$7.12M 2.54%
405,947
+57,280
9
$6.44M 2.3%
201,406
-26,445
10
$6.2M 2.22%
243,268
+32,710
11
$5.81M 2.08%
85,842
-11,510
12
$5.43M 1.94%
114,486
-4,991
13
$4.82M 1.72%
116,613
-7,859
14
$4.57M 1.63%
13,317
-1,730
15
$4.56M 1.63%
25,735
+1,555
16
$4.44M 1.59%
58,119
+3,219
17
$4.42M 1.58%
141,009
+6,872
18
$4.32M 1.54%
135,554
+25,206
19
$4.02M 1.44%
13,034
-634
20
$4M 1.43%
71,799
-13,166
21
$3.94M 1.41%
114,644
+8,226
22
$3.91M 1.4%
51,580
-2,464
23
$3.9M 1.39%
17,155
-1,390
24
$3.81M 1.36%
77,421
+2,783
25
$3.79M 1.36%
38,020
-3,519
1
2 3 4 5