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
$213M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Sells

1 +$3.53M
2 +$1.62M
3 +$826K
4
NOK icon
Nokia
NOK
+$600K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$474K

Sector Composition

1 Healthcare 21.52%
2 Technology 17.36%
3 Consumer Staples 17.16%
4 Real Estate 11.49%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10K ﹤0.01%
118
-32
327
$10K ﹤0.01%
450
328
$9K ﹤0.01%
330
329
$9K ﹤0.01%
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$9K ﹤0.01%
450
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$9K ﹤0.01%
100
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$9K ﹤0.01%
3,400
333
$8K ﹤0.01%
200
334
$8K ﹤0.01%
175
335
$8K ﹤0.01%
155
336
$8K ﹤0.01%
300
337
$8K ﹤0.01%
113
+55
338
$8K ﹤0.01%
115
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$7K ﹤0.01%
306
340
$7K ﹤0.01%
250
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$7K ﹤0.01%
702
342
$7K ﹤0.01%
49
343
$7K ﹤0.01%
46
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$7K ﹤0.01%
58
345
$6K ﹤0.01%
+200
346
$6K ﹤0.01%
249
347
$6K ﹤0.01%
75
348
$6K ﹤0.01%
70
349
$6K ﹤0.01%
8
350
$6K ﹤0.01%
385