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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12.6K ﹤0.01%
155
302
$12.6K ﹤0.01%
200
303
$12.6K ﹤0.01%
900
304
$12K ﹤0.01%
58
305
$11.6K ﹤0.01%
58
306
$11.5K ﹤0.01%
+241
307
$10.8K ﹤0.01%
29
308
$10.8K ﹤0.01%
36
309
$10.7K ﹤0.01%
67
310
$9.98K ﹤0.01%
40
311
$9.67K ﹤0.01%
450
312
$9.03K ﹤0.01%
250
313
$8.89K ﹤0.01%
40
314
$8.88K ﹤0.01%
42
315
$8.32K ﹤0.01%
+207
316
$8.25K ﹤0.01%
115
317
$8.14K ﹤0.01%
138
318
$8.08K ﹤0.01%
200
319
$7.93K ﹤0.01%
200
320
$7.76K ﹤0.01%
55
321
$7.7K ﹤0.01%
+578
322
$7.69K ﹤0.01%
226
+1
323
$6.81K ﹤0.01%
115
324
$6.24K ﹤0.01%
930
325
$6.17K ﹤0.01%
49
11 12
13
14 15