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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
+2,000
252
$11K ﹤0.01%
+800
253
$11K ﹤0.01%
230
254
$11K ﹤0.01%
140
255
$11K ﹤0.01%
111
-60
256
$11K ﹤0.01%
200
257
$10K ﹤0.01%
+200
258
$9K ﹤0.01%
213
259
$9K ﹤0.01%
297
260
$9K ﹤0.01%
52
261
$9K ﹤0.01%
+100
262
$9K ﹤0.01%
200
263
$9K ﹤0.01%
+443
264
$8K ﹤0.01%
90
265
$8K ﹤0.01%
+107
266
$8K ﹤0.01%
296
267
$7K ﹤0.01%
290
268
$7K ﹤0.01%
140
269
$7K ﹤0.01%
208
270
$7K ﹤0.01%
60
271
$6K ﹤0.01%
346
272
$6K ﹤0.01%
750
273
$6K ﹤0.01%
62
274
$5K ﹤0.01%
94
275
$5K ﹤0.01%
140
9 10
11
12 13