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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 1.14%
60,869
-14,220
27
$3.06M 1.1%
+97,818
28
$2.88M 1.04%
12,524
-100
29
$2.78M 1%
711,949
+110,820
30
$2.63M 0.95%
6,923
-58
31
$2.62M 0.94%
172,749
-39,043
32
$2.61M 0.94%
21,892
-135
33
$2.48M 0.89%
37,547
-3,903
34
$2.37M 0.85%
67,924
-2,460
35
$2.23M 0.8%
9,136
-263
36
$2.16M 0.78%
25,606
-185
37
$2.08M 0.75%
13,566
-100
38
$1.99M 0.71%
49,488
-2,475
39
$1.95M 0.7%
20,469
-625
40
$1.93M 0.7%
+42,360
41
$1.92M 0.69%
9,419
-50
42
$1.73M 0.62%
3,718
+17
43
$1.69M 0.61%
6,875
44
$1.61M 0.58%
16,295
-860
45
$1.42M 0.51%
9,547
-276
46
$1.3M 0.47%
10,293
-225
47
$1.26M 0.45%
27,148
48
$1.2M 0.43%
20,432
-389
49
$1.19M 0.43%
4,473
-58
50
$1.1M 0.4%
7,544
-492
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2
3 4 5