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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.53M
3
+$1.55M
4
STAG icon
STAG Industrial
STAG
+$1.18M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.01M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$699K
4
WLY icon
John Wiley & Sons Class A
WLY
+$661K
5
INTU icon
Intuit
INTU
+$584K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.32%
110,308
-565
27
$3.18M 1.2%
13,503
-1,289
28
$3.09M 1.16%
22,834
-2,028
29
$2.99M 1.13%
170,434
-2,315
30
$2.98M 1.12%
11,960
-564
31
$2.84M 1.07%
22,136
+244
32
$2.52M 0.95%
51,794
-9,075
33
$2.24M 0.84%
564,880
-147,069
34
$2.15M 0.81%
63,864
-4,060
35
$2.12M 0.8%
8,929
-207
36
$2.08M 0.78%
9,389
-30
37
$2.07M 0.78%
5,400
-1,523
38
$2M 0.75%
18,569
-1,900
39
$1.99M 0.75%
22,971
-2,635
40
$1.97M 0.74%
13,166
-400
41
$1.8M 0.68%
16,091
+9,016
42
$1.76M 0.66%
40,383
-9,105
43
$1.64M 0.62%
30,160
-12,200
44
$1.57M 0.59%
3,433
-285
45
$1.49M 0.56%
10,318
+25
46
$1.43M 0.54%
25,848
-1,300
47
$1.43M 0.54%
20,327
-17,220
48
$1.34M 0.5%
5,509
-1,366
49
$1.25M 0.47%
14,363
-1,932
50
$1.16M 0.43%
3,788
-685
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2
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