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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-350
352
– –
-125
353
– –
0
354
– –
0
355
– –
-78
356
– –
-450
357
– –
0
358
– –
-15
359
– –
-32
360
– –
0
361
– –
-76
362
– –
-5
363
– –
-425
364
– –
-2
365
– –
0
366
– –
0
367
– –
-372
368
– –
-500
369
– –
0
370
– –
0
371
– –
0
372
– –
-35
373
– –
-850
374
– –
0
375
– –
0
12 13 14
15
16