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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74K 0.03%
+300
227
$72K 0.02%
+5,000
228
$72K 0.02%
+153
229
$72K 0.02%
+5,500
230
$69K 0.02%
+1,350
231
$68K 0.02%
+437
232
$67K 0.02%
+1,278
233
$66K 0.02%
+2,875
234
$64K 0.02%
+110
235
$64K 0.02%
+500
236
$64K 0.02%
+457
237
$63K 0.02%
+1,948
238
$61K 0.02%
+3,370
239
$60K 0.02%
+582
240
$60K 0.02%
+300
241
$59K 0.02%
+623
242
$59K 0.02%
+975
243
$59K 0.02%
+1,668
244
$56K 0.02%
+1,500
245
$53K 0.02%
+568
246
$52K 0.02%
+1,629
247
$51K 0.02%
+815
248
$50K 0.02%
+500
249
$50K 0.02%
+333
250
$49K 0.02%
+100
8 9
10
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