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
$213M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Sells

1 +$3.53M
2 +$1.62M
3 +$826K
4
NOK icon
Nokia
NOK
+$600K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$474K

Sector Composition

1 Healthcare 21.52%
2 Technology 17.36%
3 Consumer Staples 17.16%
4 Real Estate 11.49%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1K ﹤0.01%
+19
427
$1K ﹤0.01%
+6
428
$1K ﹤0.01%
417
429
$1K ﹤0.01%
+56
430
$1K ﹤0.01%
+8
431
$1K ﹤0.01%
+9
432
$1K ﹤0.01%
18
433
$1K ﹤0.01%
200
434
$1K ﹤0.01%
59
435
$1K ﹤0.01%
+12
436
$1K ﹤0.01%
+44
437
$1K ﹤0.01%
+11
438
$1K ﹤0.01%
22
439
$1K ﹤0.01%
+8
440
$1K ﹤0.01%
+22
441
$1K ﹤0.01%
+17
442
$1K ﹤0.01%
17
443
$1K ﹤0.01%
+5
444
$1K ﹤0.01%
+4
445
$1K ﹤0.01%
+10
446
$1K ﹤0.01%
+6
447
$1K ﹤0.01%
+3
448
$1K ﹤0.01%
+18
449
$1K ﹤0.01%
+22
450
$1K ﹤0.01%
+11