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
$253M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$907K
4
GG
Goldcorp Inc
GG
+$651K
5
MAA icon
Mid-America Apartment Communities
MAA
+$595K

Top Sells

1
+$1.76M
2
+$1.35M
3
+$862K
4
WLY icon
John Wiley & Sons Class A
WLY
+$747K
5
LPT
Liberty Property Trust
LPT
+$648K

Sector Composition

1 Healthcare 17.6%
2 Technology 17.51%
3 Industrials 12.31%
4 Financials 11.16%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.4%
53,835
-11,360
27
$3.52M 1.4%
186,186
+4,820
28
$3.44M 1.36%
16,644
+290
29
$3.21M 1.27%
44,792
-2,970
30
$3.11M 1.23%
207,885
+6,225
31
$3.09M 1.22%
14,810
-341
32
$2.98M 1.18%
56,311
+261
33
$2.96M 1.17%
34,572
-465
34
$2.86M 1.13%
49,815
-2,615
35
$2.73M 1.08%
47,608
-8,480
36
$2.64M 1.04%
61,352
+21,095
37
$2.6M 1.03%
25,861
-1,327
38
$2.5M 0.99%
34,524
-11,885
39
$2.43M 0.96%
45,302
40
$2.34M 0.93%
18,817
-8
41
$2.33M 0.92%
12,275
-10
42
$2.27M 0.9%
18,892
43
$2.23M 0.88%
18,746
-245
44
$2.1M 0.83%
+14,613
45
$2.07M 0.82%
60,204
-712
46
$2.02M 0.8%
38,340
-860
47
$1.95M 0.77%
11,311
-80
48
$1.91M 0.75%
45,247
-152
49
$1.74M 0.69%
11,202
-125
50
$1.73M 0.68%
43,200
-8,990
1
2
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