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
376
– –
-1,160
377
– –
-750
378
– –
0
379
– –
-40
380
– –
-200
381
– –
-210
382
– –
-40
383
– –
-50
384
– –
-36,400
12 13 14 15
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