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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.4K 0.02%
400
227
$50.6K 0.02%
100
228
$49.9K 0.02%
833
229
$49K 0.02%
315
230
$48.4K 0.02%
4,000
231
$48K 0.02%
108
232
$47.6K 0.02%
446
-90
233
$47.5K 0.02%
610
234
$47.1K 0.02%
840
-140
235
$46.7K 0.02%
371
236
$45.2K 0.02%
327
-60
237
$44K 0.02%
1,698
238
$43.9K 0.02%
559
239
$43.7K 0.02%
1,392
240
$42.8K 0.02%
77
-5
241
$42.7K 0.02%
100
242
$42.7K 0.02%
400
243
$42.6K 0.02%
+1,000
244
$40.3K 0.02%
1,500
245
$40K 0.02%
1,200
246
$39.7K 0.01%
328
-150
247
$39.4K 0.01%
406
248
$38.6K 0.01%
150
-50
249
$38.3K 0.01%
513
250
$38.3K 0.01%
+725
8 9
10
11 12