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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.38%
57,672
+100
27
$3.05M 1.31%
113,929
-3,468
28
$3.04M 1.31%
16,305
-279
29
$3.02M 1.3%
58,693
-3,468
30
$3.02M 1.3%
94,306
-60
31
$2.98M 1.28%
19,559
+435
32
$2.8M 1.2%
56,278
+275
33
$2.7M 1.16%
16,308
34
$2.65M 1.14%
129,210
-22,205
35
$2.53M 1.08%
29,906
-4,215
36
$2.48M 1.07%
45,155
37
$2.31M 0.99%
36,736
-355
38
$2.29M 0.98%
21,273
+640
39
$2.26M 0.97%
80,856
+1,260
40
$2.05M 0.88%
34,430
-1,724
41
$2M 0.86%
25,644
-3,543
42
$1.93M 0.83%
37,727
+100
43
$1.83M 0.78%
17,258
44
$1.81M 0.78%
54,332
-105
45
$1.79M 0.77%
66,652
-350
46
$1.78M 0.77%
58,517
+1,588
47
$1.73M 0.74%
14,077
+1,575
48
$1.72M 0.74%
57,620
+1,325
49
$1.69M 0.72%
31,340
+350
50
$1.69M 0.72%
26,925
+85
1
2
3 4 5