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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
42
+37
327
$14K 0.01%
51
328
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+64
329
$14K 0.01%
141
330
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+156
331
$13K ﹤0.01%
105
332
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+240
333
$13K ﹤0.01%
49
334
$13K ﹤0.01%
+385
335
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200
336
$12K ﹤0.01%
108
-108
337
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450
338
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600
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+192
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$11K ﹤0.01%
+222
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$11K ﹤0.01%
+75
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$10K ﹤0.01%
39
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447
345
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+150
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150
-22
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$9K ﹤0.01%
90
348
$9K ﹤0.01%
+270
349
$9K ﹤0.01%
57
+50
350
$9K ﹤0.01%
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