CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+2.69%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$244M
AUM Growth
-$3.5M
(-1.4%)
Cap. Flow
-$9.21M
Cap. Flow
% of AUM
-3.78%
Top 10 Holdings %
Top 10 Hldgs %
27.41%
Holding
384
New
59
Increased
52
Reduced
113
Closed
38
Top Buys
| 1 |
Highwoods Properties
HIW
|
$3.02M |
| 2 |
PDM
Piedmont Realty Trust, Inc.
PDM
|
$997K |
| 3 |
Biogen
BIIB
|
$662K |
| 4 |
Newmont
NEM
|
$457K |
| 5 |
Dow Inc
DOW
|
$447K |
Top Sells
| 1 |
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
|
$3.03M |
| 2 |
Gen Digital
GEN
|
$982K |
| 3 |
Vodafone
VOD
|
$967K |
| 4 |
Cisco
CSCO
|
$925K |
| 5 |
Apple
AAPL
|
$863K |
Sector Composition
| 1 | Healthcare | 22.88% |
| 2 | Consumer Staples | 13.18% |
| 3 | Financials | 12.85% |
| 4 | Technology | 11.65% |
| 5 | Real Estate | 8.9% |
