CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
175
277
$16K 0.01%
362
278
$16K 0.01%
45
279
$16K 0.01%
162
280
$15K ﹤0.01%
400
-1,200
281
$14K ﹤0.01%
855
282
$14K ﹤0.01%
450
283
$14K ﹤0.01%
177
284
$13K ﹤0.01%
+109
285
$13K ﹤0.01%
300
-150
286
$12K ﹤0.01%
250
287
$12K ﹤0.01%
351
288
$12K ﹤0.01%
499
289
$11K ﹤0.01%
367
290
$10K ﹤0.01%
+630
291
$10K ﹤0.01%
350
-400
292
$10K ﹤0.01%
+95
293
$10K ﹤0.01%
49
294
$9K ﹤0.01%
+608
295
$9K ﹤0.01%
300
296
$9K ﹤0.01%
250
-4
297
$9K ﹤0.01%
447
298
$9K ﹤0.01%
41
299
$8K ﹤0.01%
298
300
$8K ﹤0.01%
+240
10 11
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