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
$208M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.17M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$988K
5
LPT
Liberty Property Trust
LPT
+$978K

Top Sells

1
+$1.11M
2
+$810K
3
+$596K
4
AAPL icon
Apple
AAPL
+$510K
5
ADBE icon
Adobe
ADBE
+$300K

Sector Composition

1 Industrials 17.51%
2 Technology 16.95%
3 Healthcare 16.76%
4 Consumer Staples 12.09%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.38%
42,940
-3,790
27
$2.62M 1.26%
67,115
+8,441
28
$2.58M 1.24%
77,683
+29,408
29
$2.58M 1.24%
53,424
+5,660
30
$2.55M 1.22%
61,460
+223
31
$2.5M 1.2%
22,481
-385
32
$2.49M 1.2%
44,063
-734
33
$2.39M 1.15%
27,208
+8,031
34
$2.33M 1.12%
120,653
+60,681
35
$2.28M 1.09%
28,109
-1,392
36
$2.15M 1.03%
72,157
+1,379
37
$2.12M 1.02%
15,058
-15
38
$2.09M 1.01%
87,920
-6,020
39
$1.98M 0.95%
68,046
-742
40
$1.91M 0.92%
14,826
-469
41
$1.9M 0.91%
33,490
-1,538
42
$1.87M 0.9%
20,040
-350
43
$1.86M 0.89%
78,988
-7,607
44
$1.83M 0.88%
22,669
45
$1.83M 0.88%
18,577
+10,055
46
$1.74M 0.84%
38,231
-3,500
47
$1.68M 0.8%
33,628
-2,004
48
$1.67M 0.8%
43,919
+944
49
$1.67M 0.8%
59,392
-870
50
$1.67M 0.8%
26,499
-1,923
1
2
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