CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+1.98%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$252M
AUM Growth
+$252M
(+3.4%)
Cap. Flow
+$3.82M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
27.06%
Holding
371
New
21
Increased
45
Reduced
80
Closed
14
Top Buys
| 1 |
Healthcare Realty
HR
|
$3.55M |
| 2 |
Lakeland Financial Corp
LKFN
|
$2.25M |
| 3 |
US Bancorp
USB
|
$1.49M |
| 4 |
Alcon
ALC
|
$656K |
| 5 |
Trimble
TRMB
|
$629K |
Top Sells
| 1 |
Ventas
VTR
|
$1.64M |
| 2 |
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
|
$1.49M |
| 3 |
Bar Harbor Bankshares
BHB
|
$1.19M |
| 4 |
Genuine Parts
GPC
|
$766K |
| 5 |
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% |
