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
326
$7K ﹤0.01%
298
327
$7K ﹤0.01%
600
328
$7K ﹤0.01%
90
329
$7K ﹤0.01%
324
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$7K ﹤0.01%
271
331
$6K ﹤0.01%
350
332
$6K ﹤0.01%
250
333
$6K ﹤0.01%
+14
334
$6K ﹤0.01%
+65
335
$6K ﹤0.01%
+105
336
$6K ﹤0.01%
+89
337
$6K ﹤0.01%
+71
338
$6K ﹤0.01%
+44
339
$5K ﹤0.01%
+222
340
$5K ﹤0.01%
+74
341
$5K ﹤0.01%
+45
342
$5K ﹤0.01%
100
343
$5K ﹤0.01%
91
344
$5K ﹤0.01%
+63
345
$5K ﹤0.01%
240
346
$4K ﹤0.01%
+30
347
$4K ﹤0.01%
+3
348
$4K ﹤0.01%
+125
349
$4K ﹤0.01%
+664
350
$4K ﹤0.01%
194
-30
12 13
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