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
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