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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
62
277
$5K ﹤0.01%
160
278
$5K ﹤0.01%
36
-15
279
$5K ﹤0.01%
100
280
$5K ﹤0.01%
91
281
$5K ﹤0.01%
+50
282
$4K ﹤0.01%
+100
283
$4K ﹤0.01%
+50
284
$4K ﹤0.01%
300
285
$4K ﹤0.01%
109
-150
286
$4K ﹤0.01%
+425
287
$4K ﹤0.01%
+40
288
$3K ﹤0.01%
+50
289
$3K ﹤0.01%
+125
290
$3K ﹤0.01%
+80
291
$3K ﹤0.01%
140
-14,042
292
$3K ﹤0.01%
+35
293
$3K ﹤0.01%
50
-15
294
$3K ﹤0.01%
+15
295
$3K ﹤0.01%
522
296
$3K ﹤0.01%
+35
297
$2K ﹤0.01%
+70
298
$2K ﹤0.01%
+30
299
$2K ﹤0.01%
+30
300
$2K ﹤0.01%
+20
10 11
12
13 14