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
426
$4K ﹤0.01%
+170
427
$4K ﹤0.01%
+50
428
$3K ﹤0.01%
+45
429
$3K ﹤0.01%
+18
430
$3K ﹤0.01%
+40
431
$3K ﹤0.01%
+50
432
$3K ﹤0.01%
+13
433
$3K ﹤0.01%
+50
434
$3K ﹤0.01%
+12
435
$3K ﹤0.01%
+1
436
$2K ﹤0.01%
+25
437
$2K ﹤0.01%
+60
438
$2K ﹤0.01%
+25
439
$2K ﹤0.01%
+1
440
$2K ﹤0.01%
+23
441
$2K ﹤0.01%
+10
442
$2K ﹤0.01%
+50
443
$2K ﹤0.01%
+59
444
$2K ﹤0.01%
+50
445
$2K ﹤0.01%
+50
446
$2K ﹤0.01%
+50
447
$2K ﹤0.01%
+30
448
$2K ﹤0.01%
+75
449
$2K ﹤0.01%
+40
450
$2K ﹤0.01%
+8
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