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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$611K
3
+$567K
4
SNY icon
Sanofi
SNY
+$463K
5
RWM icon
ProShares Short Russell2000
RWM
+$416K

Top Sells

1
+$1.46M
2
+$855K
3
+$849K
4
PG icon
Procter & Gamble
PG
+$461K
5
WLY icon
John Wiley & Sons Class A
WLY
+$438K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.37%
15,470
+505
27
$3.02M 1.36%
126,225
-260
28
$2.92M 1.31%
36,941
+7,187
29
$2.91M 1.31%
19,911
+517
30
$2.85M 1.28%
39,743
-3,780
31
$2.79M 1.26%
38,286
+455
32
$2.77M 1.25%
89,938
-1,150
33
$2.75M 1.24%
153,326
+45,670
34
$2.75M 1.24%
44,846
-7,080
35
$2.55M 1.15%
15,772
-717
36
$2.51M 1.13%
44,746
-467
37
$2.45M 1.11%
21,373
+30
38
$2.34M 1.06%
37,660
-177
39
$2.21M 1%
40,833
-15,769
40
$2.11M 0.95%
15,043
-1,445
41
$2.1M 0.95%
53,803
-1,350
42
$2.07M 0.93%
28,631
-775
43
$2.02M 0.91%
28,415
-800
44
$2.01M 0.91%
73,549
-10,655
45
$1.88M 0.85%
25,800
-875
46
$1.88M 0.85%
54,955
-1,715
47
$1.83M 0.83%
17,504
+112
48
$1.82M 0.82%
100,165
-950
49
$1.73M 0.78%
10,929
50
$1.69M 0.76%
54,902
+285
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