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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.02%
1,700
-11,000
252
$48K 0.02%
+1,459
253
$47K 0.02%
+3,200
254
$47K 0.02%
+870
255
$46K 0.02%
+326
256
$46K 0.02%
+471
257
$46K 0.02%
+212
258
$46K 0.02%
+535
259
$45K 0.02%
+758
260
$45K 0.02%
+451
261
$45K 0.02%
+115
262
$43K 0.01%
+80
263
$43K 0.01%
+1,698
264
$42K 0.01%
+763
265
$42K 0.01%
+659
266
$41K 0.01%
+401
267
$40K 0.01%
+2,216
268
$40K 0.01%
+600
269
$37K 0.01%
5,000
-80,000
270
$37K 0.01%
+849
271
$37K 0.01%
+2,016
272
$36K 0.01%
+52
273
$36K 0.01%
+440
274
$36K 0.01%
+1,392
275
$36K 0.01%
+1,204
9 10
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