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
$218M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.2M
3
+$1.55M
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.33M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.32M

Top Sells

1
+$1.39M
2
+$1.1M
3
+$984K
4
WTRG icon
Essential Utilities
WTRG
+$955K
5
TU icon
Telus
TU
+$851K

Sector Composition

1 Technology 16.89%
2 Industrials 15.66%
3 Healthcare 15.13%
4 Consumer Staples 12.59%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 1.38%
79,025
-36,621
27
$2.93M 1.35%
32,731
+4,868
28
$2.85M 1.31%
58,675
-1,700
29
$2.85M 1.31%
44,821
-1,160
30
$2.84M 1.31%
60,971
-570
31
$2.84M 1.3%
58,330
+4,295
32
$2.72M 1.25%
130,640
+26,650
33
$2.64M 1.21%
40,410
-740
34
$2.57M 1.18%
18,577
-1,579
35
$2.52M 1.16%
66,260
-25,818
36
$2.48M 1.14%
45,629
-920
37
$2.38M 1.1%
31,117
-1,410
38
$2.37M 1.09%
81,975
-3,137
39
$2.26M 1.04%
14,706
+100
40
$2.23M 1.02%
66,931
-1,475
41
$2.2M 1.01%
+94,445
42
$2.14M 0.99%
22,433
-296
43
$2.12M 0.97%
77,270
-9,680
44
$1.98M 0.91%
74,480
-2,110
45
$1.83M 0.84%
19,467
-2,118
46
$1.76M 0.81%
55,280
-375
47
$1.75M 0.8%
25,274
+22,444
48
$1.75M 0.8%
18,692
-1,550
49
$1.72M 0.79%
17,705
-723
50
$1.7M 0.78%
40,542
+11,175
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