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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
250
252
$17K 0.01%
106
253
$16K 0.01%
180
254
$16K 0.01%
45
-25
255
$16K 0.01%
224
-100
256
$16K 0.01%
292
-2,041
257
$16K 0.01%
855
-750
258
$15K 0.01%
175
259
$15K 0.01%
362
260
$14K 0.01%
235
-25
261
$14K 0.01%
177
262
$12K ﹤0.01%
200
-290
263
$12K ﹤0.01%
200
264
$11K ﹤0.01%
254
-4
265
$11K ﹤0.01%
450
266
$10K ﹤0.01%
125
-125
267
$10K ﹤0.01%
+500
268
$10K ﹤0.01%
+127
269
$9K ﹤0.01%
+50
270
$9K ﹤0.01%
78
271
$8K ﹤0.01%
+372
272
$8K ﹤0.01%
500
273
$7K ﹤0.01%
89
274
$7K ﹤0.01%
90
275
$6K ﹤0.01%
200
-700
9 10
11
12 13