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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19K 0.01%
+340
277
$18K 0.01%
40
-110
278
$18K 0.01%
158
279
$18K 0.01%
+1,249
280
$17K 0.01%
+449
281
$17K 0.01%
195
282
$17K 0.01%
451
283
$16K 0.01%
+635
284
$16K 0.01%
475
-171
285
$15K 0.01%
100
286
$15K 0.01%
255
+55
287
$15K 0.01%
5,000
-8,000
288
$14K 0.01%
105
289
$14K 0.01%
107
290
$14K 0.01%
+51
291
$14K 0.01%
177
292
$13K 0.01%
+700
293
$13K 0.01%
119
-328
294
$13K 0.01%
375
-456
295
$13K 0.01%
+612
296
$13K 0.01%
300
297
$13K 0.01%
233
-17
298
$13K 0.01%
+500
299
$12K 0.01%
550
+250
300
$12K 0.01%
415
10 11
12
13 14