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
326
$6K ﹤0.01%
55
327
$5.68K ﹤0.01%
328
+2
328
$4.92K ﹤0.01%
410
329
$4.77K ﹤0.01%
+32
330
$4.72K ﹤0.01%
70
331
$4.72K ﹤0.01%
+200
332
$4.52K ﹤0.01%
+19
333
$4.51K ﹤0.01%
70
334
$4.42K ﹤0.01%
25
335
$4.02K ﹤0.01%
18
336
$3.9K ﹤0.01%
+8
337
$3.77K ﹤0.01%
100
338
$3.21K ﹤0.01%
+17
339
$2.82K ﹤0.01%
100
340
$2.81K ﹤0.01%
+60
341
$2.7K ﹤0.01%
20
342
$2.66K ﹤0.01%
250
343
$2.5K ﹤0.01%
100
344
$2.22K ﹤0.01%
+24
345
$1.84K ﹤0.01%
250
346
$1.77K ﹤0.01%
34
347
$1.54K ﹤0.01%
22
348
$1.48K ﹤0.01%
110
349
$1.43K ﹤0.01%
148
350
$1.36K ﹤0.01%
111
12 13
14
15 16