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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.43%
44,392
-588
27
$3.35M 1.36%
128,112
-640
28
$3.34M 1.35%
61,869
+23,720
29
$3.24M 1.31%
12,407
-4,575
30
$3.13M 1.27%
49,079
-5,033
31
$3.08M 1.25%
52,020
-865
32
$3.01M 1.22%
26,862
-4,661
33
$2.96M 1.2%
27,065
+140
34
$2.87M 1.16%
24,361
-7,574
35
$2.8M 1.13%
36,892
-3,851
36
$2.79M 1.13%
11,466
-878
37
$2.75M 1.11%
87,740
-1,995
38
$2.73M 1.11%
22,315
-180
39
$2.68M 1.09%
39,059
-250
40
$2.48M 1%
28,085
-185
41
$2.44M 0.99%
10,313
+2,990
42
$2.25M 0.91%
11,840
-1
43
$1.96M 0.79%
10,229
-774
44
$1.9M 0.77%
45,632
+6,025
45
$1.81M 0.73%
14,622
-7,550
46
$1.75M 0.71%
89,275
-59,115
47
$1.59M 0.65%
39,571
-473
48
$1.58M 0.64%
+33,795
49
$1.5M 0.61%
14,370
-600
50
$1.49M 0.6%
64,629
-41,389
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