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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K ﹤0.01%
90
302
$7K ﹤0.01%
+80
303
$7K ﹤0.01%
89
304
$7K ﹤0.01%
+45
305
$7K ﹤0.01%
+324
306
$7K ﹤0.01%
200
307
$7K ﹤0.01%
+271
308
$6K ﹤0.01%
100
+50
309
$6K ﹤0.01%
100
310
$5K ﹤0.01%
300
311
$5K ﹤0.01%
+100
312
$5K ﹤0.01%
36
313
$5K ﹤0.01%
91
314
$5K ﹤0.01%
+240
315
$4K ﹤0.01%
160
316
$4K ﹤0.01%
+262
317
$4K ﹤0.01%
36
-268
318
$4K ﹤0.01%
+170
319
$3K ﹤0.01%
109
320
$3K ﹤0.01%
50
321
$3K ﹤0.01%
+295
322
$3K ﹤0.01%
522
323
$3K ﹤0.01%
+60
324
$2K ﹤0.01%
100
325
$2K ﹤0.01%
+458
11 12
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