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
1
$14.7M 5.2%
84,317
-5,499
2
$9.51M 3.36%
174,630
+1,944
3
$9.04M 3.19%
361,853
-74,657
4
$8.34M 2.94%
182,967
+40,032
5
$7.94M 2.8%
303,825
-42,975
6
$7.75M 2.74%
466,109
+16,985
7
$7.51M 2.65%
146,384
+3,738
8
$7.12M 2.51%
405,947
+57,280
9
$6.44M 2.27%
201,406
-26,445
10
$6.2M 2.19%
243,268
+32,710
11
$5.81M 2.05%
85,842
-11,510
12
$5.43M 1.92%
114,486
-4,991
13
$4.82M 1.7%
116,613
-7,859
14
$4.57M 1.61%
13,317
-1,730
15
$4.56M 1.61%
25,735
+1,555
16
$4.44M 1.57%
58,119
+3,219
17
$4.42M 1.56%
141,009
+6,872
18
$4.32M 1.53%
135,554
+25,206
19
$4.02M 1.42%
13,034
-634
20
$4M 1.41%
71,799
-13,166
21
$3.94M 1.39%
114,644
+8,226
22
$3.91M 1.38%
51,580
-2,464
23
$3.9M 1.38%
17,155
-1,390
24
$3.81M 1.35%
77,421
+2,783
25
$3.79M 1.34%
38,020
-3,519
1
2 3 4 5