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
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.1M
3
+$1.43M
4
NSP icon
Insperity
NSP
+$976K
5
CBU icon
Community Bank
CBU
+$687K

Top Sells

1
+$1.66M
2
+$1.55M
3
+$847K
4
WLY icon
John Wiley & Sons Class A
WLY
+$676K
5
WEC icon
WEC Energy
WEC
+$665K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.48%
49,094
-597
27
$3.46M 1.45%
71,226
+2,272
28
$3.4M 1.42%
158,276
-1,570
29
$3.38M 1.42%
82,777
-8,510
30
$3.19M 1.33%
57,743
-6,940
31
$3.1M 1.3%
+132,530
32
$2.98M 1.25%
15,243
-174
33
$2.95M 1.23%
70,082
-20,131
34
$2.85M 1.19%
15,737
+622
35
$2.73M 1.14%
45,360
-330
36
$2.67M 1.12%
36,730
-850
37
$2.45M 1.03%
56,280
-6,008
38
$2.35M 0.98%
20,890
-215
39
$2.34M 0.98%
13,962
-1,096
40
$2.31M 0.97%
29,821
-3,720
41
$2.22M 0.93%
18,985
-329
42
$2.17M 0.91%
18,892
-52
43
$2.02M 0.84%
41,280
+200
44
$1.98M 0.83%
46,699
-6,164
45
$1.94M 0.81%
187,935
+139,190
46
$1.93M 0.81%
60,916
-286
47
$1.93M 0.81%
40,107
+115
48
$1.88M 0.79%
12,285
+35
49
$1.83M 0.76%
53,440
+1,805
50
$1.77M 0.74%
11,391
1
2
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