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
$237M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$1.25M
3 +$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1 +$1.44M
2 +$1.16M
3 +$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$38K 0.02%
100
-41
252
$37.9K 0.02%
2,216
253
$36.9K 0.02%
568
254
$36.4K 0.02%
108
255
$36.3K 0.02%
75
-1
256
$35.7K 0.02%
513
257
$33.7K 0.01%
+1,200
258
$30.6K 0.01%
234
259
$30.3K 0.01%
400
260
$30.2K 0.01%
1,925
261
$30K 0.01%
859
262
$29.5K 0.01%
456
263
$29.4K 0.01%
200
264
$29K 0.01%
400
265
$29K 0.01%
1,200
266
$27.6K 0.01%
34
267
$27.1K 0.01%
120
268
$26.6K 0.01%
85
269
$24.9K 0.01%
760
270
$24.2K 0.01%
69
271
$23.8K 0.01%
2,100
272
$23.4K 0.01%
300
273
$22.7K 0.01%
242
274
$22.3K 0.01%
225
275
$21.7K 0.01%
450