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
$233M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Sells

1 +$4.93M
2 +$1.57M
3 +$888K
4
HLIO icon
Helios Technologies
HLIO
+$670K
5
TRN icon
Trinity Industries
TRN
+$616K

Sector Composition

1 Technology 16.58%
2 Industrials 16.19%
3 Healthcare 15.68%
4 Consumer Staples 12.54%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$15K 0.01%
+221
277
$15K 0.01%
+200
278
$15K 0.01%
+340
279
$15K 0.01%
+300
280
$13K 0.01%
+215
281
$13K 0.01%
+200
282
$13K 0.01%
+125
283
$13K 0.01%
+300
284
$12K 0.01%
+232
285
$12K 0.01%
+344
286
$11K ﹤0.01%
+400
287
$11K ﹤0.01%
+230
288
$11K ﹤0.01%
+96
289
$11K ﹤0.01%
+140
290
$10K ﹤0.01%
+301
291
$10K ﹤0.01%
+550
292
$9K ﹤0.01%
+213
293
$9K ﹤0.01%
+144
294
$9K ﹤0.01%
+52
295
$9K ﹤0.01%
+80
296
$8K ﹤0.01%
+140
297
$8K ﹤0.01%
+75
298
$7K ﹤0.01%
+290
299
$7K ﹤0.01%
+90
300
$7K ﹤0.01%
+120