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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
200
227
$26K 0.01%
260
-640
228
$25K 0.01%
750
-750
229
$25K 0.01%
+629
230
$25K 0.01%
+1,160
231
$24K 0.01%
600
-36
232
$24K 0.01%
590
233
$24K 0.01%
+850
234
$22K 0.01%
3,083
235
$22K 0.01%
350
236
$22K 0.01%
251
237
$22K 0.01%
142
238
$21K 0.01%
+1,750
239
$21K 0.01%
208
240
$21K 0.01%
800
241
$20K 0.01%
130
-100
242
$20K 0.01%
450
243
$19K 0.01%
+750
244
$19K 0.01%
100
245
$19K 0.01%
80
246
$19K 0.01%
+450
247
$19K 0.01%
591
248
$19K 0.01%
348
249
$19K 0.01%
75
+25
250
$18K 0.01%
222
8 9
10
11 12