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
$237M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.99M
3
+$1.53M
4
SNY icon
Sanofi
SNY
+$1.43M
5
BIIB icon
Biogen
BIIB
+$1.3M

Top Sells

1
+$1.65M
2
+$1.25M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.02M
5
AAPL icon
Apple
AAPL
+$971K

Sector Composition

1 Healthcare 19.58%
2 Technology 17.64%
3 Financials 11.4%
4 Industrials 10.67%
5 Real Estate 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.42%
44,692
-100
27
$3.36M 1.42%
37,430
-1,662
28
$3.31M 1.4%
188,316
+2,130
29
$3.19M 1.35%
50,476
-18,915
30
$3.17M 1.34%
34,681
+109
31
$3.04M 1.28%
43,705
-6,110
32
$2.96M 1.25%
14,021
-789
33
$2.6M 1.1%
54,314
-1,997
34
$2.59M 1.09%
205,335
-2,550
35
$2.46M 1.04%
40,559
-7,049
36
$2.43M 1.02%
26,600
+12,951
37
$2.43M 1.02%
38,989
+4,465
38
$2.35M 0.99%
+151,255
39
$2.33M 0.98%
44,778
-524
40
$2.29M 0.97%
12,858
+583
41
$2.27M 0.96%
20,770
+1,878
42
$2.25M 0.95%
18,110
-707
43
$2.22M 0.94%
65,960
+5,756
44
$2.18M 0.92%
34,260
-19,575
45
$1.99M 0.84%
+59,195
46
$1.96M 0.83%
84,340
+65,955
47
$1.92M 0.81%
35,754
+830
48
$1.91M 0.81%
36,800
-1,540
49
$1.8M 0.76%
40,437
-4,810
50
$1.75M 0.74%
11,204
-107
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2
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