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
351
$4K ﹤0.01%
100
352
$4K ﹤0.01%
170
353
$3K ﹤0.01%
+262
354
$3K ﹤0.01%
+140
355
$3K ﹤0.01%
+30
356
$3K ﹤0.01%
109
357
$3K ﹤0.01%
350
358
$3K ﹤0.01%
295
359
$3K ﹤0.01%
+37
360
$2K ﹤0.01%
10
361
$2K ﹤0.01%
+62
362
$2K ﹤0.01%
+71
363
$2K ﹤0.01%
10
364
$2K ﹤0.01%
50
365
$2K ﹤0.01%
+60
366
$2K ﹤0.01%
+256
367
$2K ﹤0.01%
522
368
$1K ﹤0.01%
100
369
$1K ﹤0.01%
125
370
$1K ﹤0.01%
5
371
$1K ﹤0.01%
110
372
$1K ﹤0.01%
22
-788
373
$1K ﹤0.01%
19
374
$1K ﹤0.01%
12
375
– –
-1,000
13 14
15
16 17