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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
+443
252
$25K 0.01%
212
-200
253
$25K 0.01%
111
254
$25K 0.01%
507
255
$25K 0.01%
+525
256
$25K 0.01%
145
257
$24K 0.01%
1,000
258
$24K 0.01%
+305
259
$23K 0.01%
+107
260
$23K 0.01%
450
+80
261
$23K 0.01%
680
+426
262
$22K 0.01%
245
+165
263
$22K 0.01%
574
264
$22K 0.01%
921
-8,147
265
$22K 0.01%
+579
266
$22K 0.01%
+137
267
$22K 0.01%
+900
268
$21K 0.01%
+567
269
$20K 0.01%
600
270
$20K 0.01%
80
-30
271
$20K 0.01%
303
272
$20K 0.01%
208
273
$20K 0.01%
+135
274
$20K 0.01%
1,630
-900
275
$19K 0.01%
212
-3
9 10
11
12 13