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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
+260
302
$11K 0.01%
250
303
$11K 0.01%
250
304
$11K 0.01%
367
305
$11K 0.01%
222
306
$11K 0.01%
499
307
$10K ﹤0.01%
+51
308
$10K ﹤0.01%
591
309
$10K ﹤0.01%
450
310
$10K ﹤0.01%
142
311
$9K ﹤0.01%
113
312
$9K ﹤0.01%
370
-9,200
313
$9K ﹤0.01%
447
314
$9K ﹤0.01%
362
315
$9K ﹤0.01%
351
316
$9K ﹤0.01%
+234
317
$9K ﹤0.01%
+107
318
$9K ﹤0.01%
255
-600
319
$9K ﹤0.01%
348
320
$8K ﹤0.01%
+47
321
$8K ﹤0.01%
+32
322
$8K ﹤0.01%
+72
323
$8K ﹤0.01%
+150
324
$8K ﹤0.01%
+172
325
$7K ﹤0.01%
89
11 12
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