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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$611K
3
+$567K
4
SNY icon
Sanofi
SNY
+$463K
5
RWM icon
ProShares Short Russell2000
RWM
+$416K

Top Sells

1
+$1.46M
2
+$855K
3
+$849K
4
PG icon
Procter & Gamble
PG
+$461K
5
WLY icon
John Wiley & Sons Class A
WLY
+$438K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
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