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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36K 0.01%
+840
277
$35K 0.01%
+40
278
$35K 0.01%
+200
279
$35K 0.01%
+198
280
$33K 0.01%
+476
281
$33K 0.01%
+109
282
$32K 0.01%
+835
283
$31K 0.01%
+320
284
$31K 0.01%
+70
285
$31K 0.01%
+86
286
$31K 0.01%
+422
287
$31K 0.01%
+135
288
$31K 0.01%
+256
289
$30K 0.01%
+75
290
$30K 0.01%
+127
291
$29K 0.01%
+320
292
$29K 0.01%
+320
293
$29K 0.01%
+474
294
$29K 0.01%
+203
295
$28K 0.01%
+180
296
$28K 0.01%
+760
297
$28K 0.01%
+348
298
$28K 0.01%
+225
299
$27K 0.01%
+175
300
$27K 0.01%
3,000
-19,000
10 11
12
13 14