CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+4.55%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$222M
AUM Growth
+$222M
(-3.6%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-6.03%
Top 10 Holdings %
Top 10 Hldgs %
27.07%
Holding
320
New
–
Increased
34
Reduced
64
Closed
193
Top Buys
| 1 |
Novo Nordisk
NVO
|
$819K |
| 2 |
LSI
Life Storage, Inc.
LSI
|
$611K |
| 3 |
CVS Health
CVS
|
$567K |
| 4 |
Sanofi
SNY
|
$463K |
| 5 |
ProShares Short Russell2000
RWM
|
$416K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$1.46M |
| 2 |
MBVT
Merchants Bancshares Inc
MBVT
|
$855K |
| 3 |
Ventas
VTR
|
$849K |
| 4 |
Procter & Gamble
PG
|
$461K |
| 5 |
John Wiley & Sons Class A
WLY
|
$438K |
Sector Composition
| 1 | Healthcare | 17.9% |
| 2 | Technology | 17.05% |
| 3 | Industrials | 11.84% |
| 4 | Consumer Staples | 11.67% |
| 5 | Financials | 11.13% |
