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
$245M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.8M
3
+$1.55M
4
NSP icon
Insperity
NSP
+$1.11M
5
HMSY
HMS Holdings Corp.
HMSY
+$863K

Top Sells

1
+$2.95M
2
+$1.38M
3
+$1.13M
4
TU icon
Telus
TU
+$587K
5
FSLR icon
First Solar
FSLR
+$570K

Sector Composition

1 Healthcare 18.95%
2 Technology 16.92%
3 Financials 12.23%
4 Industrials 12.03%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.42%
65,195
-6,685
27
$3.37M 1.38%
148,020
+15,490
28
$3.33M 1.36%
56,088
-1,655
29
$3.26M 1.33%
181,366
-32,630
30
$3.11M 1.27%
16,354
+617
31
$2.9M 1.18%
15,151
-92
32
$2.77M 1.13%
56,050
-230
33
$2.77M 1.13%
45,302
-58
34
$2.75M 1.12%
50,522
-20,704
35
$2.68M 1.09%
27,188
-2,633
36
$2.61M 1.06%
35,037
-1,693
37
$2.55M 1.04%
201,660
+13,725
38
$2.37M 0.97%
65,825
+50,110
39
$2.3M 0.94%
52,430
+25,150
40
$2.28M 0.93%
18,991
-1,899
41
$2.2M 0.9%
+67,350
42
$2.1M 0.86%
18,892
43
$2.06M 0.84%
60,916
44
$2.02M 0.82%
49,172
-33,605
45
$2.01M 0.82%
12,285
46
$2M 0.82%
40,257
+150
47
$1.98M 0.81%
45,399
-1,300
48
$1.98M 0.81%
18,825
-160
49
$1.91M 0.78%
39,200
-2,080
50
$1.87M 0.76%
52,190
-1,250
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2
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