CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.44M
3
+$1.43M
4
UTHR icon
United Therapeutics
UTHR
+$1.27M
5
PG icon
Procter & Gamble
PG
+$1.17M

Top Sells

1
+$3.16M
2
+$1.78M
3
+$869K
4
NEOG icon
Neogen
NEOG
+$696K
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$595K

Sector Composition

1 Industrials 19.06%
2 Healthcare 17.22%
3 Technology 15.95%
4 Consumer Staples 13.47%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.34%
61,837
-670
27
$2.56M 1.32%
22,394
-369
28
$2.47M 1.28%
45,661
-41
29
$2.44M 1.26%
31,541
-300
30
$2.3M 1.19%
91,662
-7,928
31
$2.23M 1.15%
69,428
+25,810
32
$2.15M 1.11%
42,410
-4,500
33
$2.14M 1.11%
93,940
-360
34
$2.09M 1.08%
42,245
+2,421
35
$2.03M 1.05%
48,081
-9,585
36
$2M 1.04%
54,909
37
$1.97M 1.02%
132,689
-1,620
38
$1.97M 1.02%
37,286
-2,667
39
$1.96M 1.01%
43,099
+31,724
40
$1.94M 1%
69,861
-602
41
$1.87M 0.97%
68,064
+14,245
42
$1.86M 0.96%
22,835
-345
43
$1.74M 0.9%
53,423
-695
44
$1.72M 0.89%
46,625
-980
45
$1.68M 0.87%
29,262
46
$1.67M 0.86%
19,227
-50
47
$1.65M 0.85%
8,939
-398
48
$1.64M 0.85%
19,670
+11,327
49
$1.63M 0.84%
35,593
-879
50
$1.62M 0.84%
58,880
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