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
$185M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.21M
3
+$786K
4
CTWS
Connecticut Water Service Inc
CTWS
+$667K
5
NVO icon
Novo Nordisk
NVO
+$470K

Top Sells

1
+$3.15M
2
+$2.25M
3
+$1.77M
4
CNSL
Consolidated Communications Holdings, Inc.
CNSL
+$324K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$158K

Sector Composition

1 Industrials 19.13%
2 Technology 16.37%
3 Healthcare 15.26%
4 Consumer Staples 13.88%
5 Materials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.38%
59,316
+1,671
27
$2.55M 1.38%
33,824
-550
28
$2.51M 1.36%
62,507
29
$2.5M 1.36%
101,291
-3,090
30
$2.35M 1.27%
76,976
+800
31
$2.22M 1.2%
22,763
32
$2.21M 1.2%
68,811
+20,730
33
$2.17M 1.18%
34,600
-250
34
$2.14M 1.16%
38,055
+6,129
35
$2.08M 1.13%
45,877
36
$2.04M 1.1%
42,174
37
$1.93M 1.05%
134,309
38
$1.85M 1%
55,234
39
$1.84M 1%
51,705
-675
40
$1.8M 0.98%
212,151
-4,884
41
$1.78M 0.97%
23,810
-2,115
42
$1.78M 0.96%
117,048
-2,400
43
$1.63M 0.88%
29,262
44
$1.62M 0.88%
20,360
45
$1.57M 0.85%
23,180
+32
46
$1.56M 0.84%
19,277
47
$1.54M 0.84%
70,664
48
$1.47M 0.8%
86,950
+27,800
49
$1.43M 0.77%
52,405
50
$1.43M 0.77%
61,370
-2,000
1
2
3 4 5