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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.01%
+814
227
$36K 0.01%
260
228
$35K 0.01%
2,275
229
$34K 0.01%
1,182
230
$34K 0.01%
608
231
$32K 0.01%
260
232
$31K 0.01%
760
233
$30K 0.01%
3,083
234
$30K 0.01%
110
235
$30K 0.01%
5,000
236
$30K 0.01%
3,380
-5,945
237
$29K 0.01%
574
238
$29K 0.01%
359
-175
239
$28K 0.01%
2,200
-300
240
$28K 0.01%
+145
241
$27K 0.01%
590
242
$27K 0.01%
642
+592
243
$27K 0.01%
200
244
$26K 0.01%
1,000
245
$26K 0.01%
750
246
$26K 0.01%
+194
247
$25K 0.01%
+1,000
248
$24K 0.01%
215
-50
249
$24K 0.01%
600
250
$23K 0.01%
251
8 9
10
11 12