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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38K 0.01%
1,458
252
$37.7K 0.01%
2,216
253
$37.2K 0.01%
641
-243
254
$35.7K 0.01%
+280
255
$34.5K 0.01%
110
256
$34.4K 0.01%
1,029
-100
257
$34.2K 0.01%
675
258
$34.2K 0.01%
134
+14
259
$33.6K 0.01%
150
260
$33.4K 0.01%
125
261
$32.8K 0.01%
85
262
$32.7K 0.01%
1,200
263
$32.5K 0.01%
295
+53
264
$30.3K 0.01%
60
265
$29.3K 0.01%
700
-500
266
$29K 0.01%
234
267
$28.3K 0.01%
86
268
$27.3K 0.01%
568
269
$26.9K 0.01%
3,900
-30,772
270
$26.8K 0.01%
34
271
$25.6K 0.01%
548
-257
272
$25.4K 0.01%
1,008
273
$24.8K 0.01%
760
274
$24.5K 0.01%
200
275
$24.5K 0.01%
225
9 10
11
12 13