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
$241M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.46M
3
+$1.25M
4
HAIN icon
Hain Celestial
HAIN
+$1.09M
5
BIIB icon
Biogen
BIIB
+$855K

Top Sells

1
+$4.69M
2
+$1.12M
3
+$950K
4
ADP icon
Automatic Data Processing
ADP
+$789K
5
EDR
Education Realty Trust Inc
EDR
+$548K

Sector Composition

1 Healthcare 19.49%
2 Technology 17.16%
3 Financials 11.35%
4 Real Estate 10.24%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.41%
30,981
-10,168
27
$3.39M 1.41%
191,066
+2,750
28
$3.37M 1.4%
43,193
-367
29
$3.2M 1.33%
33,705
-10,000
30
$3.2M 1.33%
45,196
+504
31
$3.17M 1.32%
207,560
+2,225
32
$3.14M 1.3%
31,859
-2,822
33
$3.06M 1.27%
132,816
-4,660
34
$3.06M 1.27%
13,092
-929
35
$2.72M 1.12%
27,005
+405
36
$2.69M 1.12%
41,852
+2,863
37
$2.59M 1.07%
51,570
-2,744
38
$2.59M 1.07%
39,634
-925
39
$2.49M 1.03%
42,996
-1,782
40
$2.36M 0.98%
91,575
+7,235
41
$2.32M 0.96%
11,878
-980
42
$2.29M 0.95%
66,618
+658
43
$2.24M 0.93%
7,709
+2,945
44
$2.14M 0.89%
19,670
-1,100
45
$2.08M 0.86%
33,276
-984
46
$2.03M 0.84%
58,955
-240
47
$1.98M 0.82%
35,100
-1,700
48
$1.94M 0.8%
14,613
-347
49
$1.93M 0.8%
64,758
+36,730
50
$1.76M 0.73%
38,585
-1,852
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