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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
+97
377
$9K ﹤0.01%
+249
378
$9K ﹤0.01%
+154
379
$9K ﹤0.01%
+702
380
$9K ﹤0.01%
+170
381
$9K ﹤0.01%
+85
382
$9K ﹤0.01%
+475
383
$9K ﹤0.01%
+115
384
$9K ﹤0.01%
+137
385
$9K ﹤0.01%
+633
386
$9K ﹤0.01%
+63
387
$8K ﹤0.01%
+53
388
$8K ﹤0.01%
+298
389
$8K ﹤0.01%
+60
390
$8K ﹤0.01%
+324
391
$8K ﹤0.01%
+350
392
$7K ﹤0.01%
+35
393
$7K ﹤0.01%
+250
394
$7K ﹤0.01%
+89
395
$7K ﹤0.01%
+350
396
$7K ﹤0.01%
+74
397
$7K ﹤0.01%
+125
398
$7K ﹤0.01%
+500
399
$7K ﹤0.01%
+100
400
$7K ﹤0.01%
+32
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