CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+1.35%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$230M
AUM Growth
-$2.89M
(-1.2%)
Cap. Flow
-$4.65M
Cap. Flow
% of AUM
-2.02%
Top 10 Holdings %
Top 10 Hldgs %
26.22%
Holding
350
New
45
Increased
61
Reduced
72
Closed
28
Top Buys
| 1 |
LSI
Life Storage, Inc.
LSI
|
$2.62M |
| 2 |
CVS Health
CVS
|
$1.46M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
$1.33M |
| 4 |
Sanofi
SNY
|
$946K |
| 5 |
Novo Nordisk
NVO
|
$853K |
Top Sells
| 1 |
GAS
AGL RESOURCES INC (HOLDING CO)
GAS
|
$5.07M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$3.97M |
| 3 |
Johnson Controls International
JCI
|
$956K |
| 4 |
STJ
St Jude Medical
STJ
|
$854K |
| 5 |
EXAC
Exactech Inc
EXAC
|
$803K |
Sector Composition
| 1 | Healthcare | 18.01% |
| 2 | Technology | 16.76% |
| 3 | Consumer Staples | 11.76% |
| 4 | Industrials | 11.61% |
| 5 | Financials | 9.51% |
