CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
-15.36%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$179M
AUM Growth
-$81.9M
(-31%)
Cap. Flow
-$32.8M
Cap. Flow
% of AUM
-18.35%
Top 10 Holdings %
Top 10 Hldgs %
29.51%
Holding
419
New
68
Increased
64
Reduced
125
Closed
41
Top Buys
| 1 |
UMPQ
Umpqua Holdings Corp
UMPQ
|
$1.87M |
| 2 |
Ventas
VTR
|
$1.73M |
| 3 |
Quest Diagnostics
DGX
|
$1.46M |
| 4 |
Vodafone
VOD
|
$969K |
| 5 |
Telus
TU
|
$890K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$4.19M |
| 2 |
Illinois Tool Works
ITW
|
$3.09M |
| 3 |
Merck
MRK
|
$2.61M |
| 4 |
Procter & Gamble
PG
|
$2.41M |
| 5 |
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% |
