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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27K 0.01%
+455
302
$27K 0.01%
+150
303
$25K 0.01%
+75
304
$25K 0.01%
+375
305
$25K 0.01%
+67
306
$25K 0.01%
+400
307
$24K 0.01%
+140
308
$24K 0.01%
+300
309
$24K 0.01%
+126
310
$24K 0.01%
+499
311
$24K 0.01%
+250
312
$23K 0.01%
+200
313
$23K 0.01%
+520
314
$23K 0.01%
+142
315
$22K 0.01%
+800
316
$22K 0.01%
+650
317
$22K 0.01%
+450
318
$21K 0.01%
+500
319
$20K 0.01%
+550
320
$20K 0.01%
+100
321
$19K 0.01%
+120
322
$19K 0.01%
+246
323
$19K 0.01%
+146
324
$18K 0.01%
+370
325
$18K 0.01%
+375
11 12
13
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