CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.01%
215
252
$24K 0.01%
208
253
$23K 0.01%
200
254
$23K 0.01%
303
255
$22K 0.01%
3,083
256
$22K 0.01%
80
257
$22K 0.01%
370
+135
258
$21K 0.01%
100
259
$21K 0.01%
480
260
$21K 0.01%
244
+85
261
$20K 0.01%
228
262
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222
263
$20K 0.01%
600
264
$20K 0.01%
195
265
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250
266
$20K 0.01%
591
267
$19K 0.01%
130
268
$18K 0.01%
451
269
$18K 0.01%
105
270
$18K 0.01%
142
271
$17K 0.01%
107
272
$17K 0.01%
765
273
$17K 0.01%
307
274
$17K 0.01%
224
275
$17K 0.01%
348
9 10
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12 13