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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 1.15%
54,991
+405
27
$3.48M 1.15%
21,583
-1,345
28
$3.47M 1.14%
55,016
-2,713
29
$3.43M 1.13%
24,660
+647
30
$3.35M 1.1%
17,288
-948
31
$3.14M 1.03%
13,477
+335
32
$3.1M 1.02%
119,888
-2,610
33
$3.06M 1.01%
86,030
-40
34
$2.92M 0.96%
48,321
-2,630
35
$2.69M 0.89%
10,119
-1,151
36
$2.69M 0.89%
10,892
-92
37
$2.67M 0.88%
27,805
-280
38
$2.66M 0.88%
12,384
39
$2.64M 0.87%
37,672
-1,050
40
$2.33M 0.77%
93,413
-47,871
41
$2.32M 0.77%
52,760
+51,260
42
$2.16M 0.71%
9,309
-525
43
$2.09M 0.69%
28,122
-3,405
44
$1.96M 0.65%
45,157
45
$1.78M 0.59%
32,264
+26,923
46
$1.71M 0.57%
13,795
47
$1.62M 0.53%
7,491
-100
48
$1.55M 0.51%
15,562
-7,695
49
$1.41M 0.46%
67,340
+17,325
50
$1.35M 0.45%
39,680
-925
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2
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