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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.01%
105
277
$23.1K 0.01%
1,450
278
$22.7K 0.01%
400
279
$22.4K 0.01%
439
280
$22.3K 0.01%
234
+3
281
$21.1K 0.01%
39
282
$20.9K 0.01%
69
283
$20.2K 0.01%
770
-120
284
$19.8K 0.01%
300
285
$19.4K 0.01%
250
286
$18.8K 0.01%
172
+1
287
$17.9K 0.01%
85
288
$17.5K 0.01%
90
289
$17.4K 0.01%
131
290
$16.7K 0.01%
78
291
$16.4K 0.01%
221
+21
292
$16.1K 0.01%
2,100
293
$15.8K 0.01%
80
294
$15.8K 0.01%
164
295
$15.7K 0.01%
+42
296
$15K 0.01%
51
297
$14.9K 0.01%
163
+1
298
$14.6K 0.01%
96
299
$14K 0.01%
+30
300
$13.1K ﹤0.01%
200
10 11
12
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