CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
415
227
$21K 0.01%
1,087
-2
228
$21K 0.01%
760
229
$20K 0.01%
+992
230
$20K 0.01%
2,100
231
$20K 0.01%
+405
232
$19K 0.01%
730
233
$19K 0.01%
495
234
$19K 0.01%
70
235
$18K 0.01%
200
236
$18K 0.01%
+173
237
$18K 0.01%
340
-104
238
$17K 0.01%
362
239
$17K 0.01%
+650
240
$17K 0.01%
223
241
$16K 0.01%
150
242
$16K 0.01%
410
243
$16K 0.01%
1,500
244
$16K 0.01%
450
245
$15K 0.01%
265
246
$14K 0.01%
215
247
$14K 0.01%
815
248
$14K 0.01%
1,412
249
$13K 0.01%
221
250
$12K 0.01%
49
-10
8 9
10
11 12