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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
1,015
227
$40K 0.01%
750
228
$39K 0.01%
763
229
$39K 0.01%
832
230
$38K 0.01%
400
231
$36K 0.01%
2,275
232
$36K 0.01%
608
233
$35K 0.01%
760
234
$35K 0.01%
814
235
$35K 0.01%
260
236
$33K 0.01%
110
237
$33K 0.01%
158
-90
238
$32K 0.01%
440
-690
239
$32K 0.01%
+165
240
$32K 0.01%
1,182
241
$31K 0.01%
194
242
$31K 0.01%
642
243
$31K 0.01%
359
244
$30K 0.01%
574
245
$30K 0.01%
127
246
$29K 0.01%
+644
247
$28K 0.01%
450
248
$28K 0.01%
145
249
$27K 0.01%
+415
250
$26K 0.01%
1,000
8 9
10
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