CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$2.25M
3 +$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1 +$1.64M
2 +$1.49M
3 +$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
90
302
$8K ﹤0.01%
+171
303
$7K ﹤0.01%
+810
304
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250
305
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80
306
$7K ﹤0.01%
89
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$7K ﹤0.01%
600
-1,600
308
$7K ﹤0.01%
+25
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$7K ﹤0.01%
500
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$7K ﹤0.01%
36
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$7K ﹤0.01%
45
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$7K ﹤0.01%
324
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271
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$6K ﹤0.01%
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$6K ﹤0.01%
100
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$5K ﹤0.01%
100
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$5K ﹤0.01%
91
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$5K ﹤0.01%
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$4K ﹤0.01%
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321
$4K ﹤0.01%
350
-620
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$4K ﹤0.01%
+450
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$4K ﹤0.01%
+90
324
$4K ﹤0.01%
170
325
$3K ﹤0.01%
300