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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.29%
914,615
-4,365
27
$3.4M 1.27%
23,235
+68
28
$3.35M 1.25%
92,846
-7,985
29
$3.29M 1.23%
3,637
+4
30
$3.16M 1.18%
19,147
+26
31
$3.11M 1.16%
31,748
+16,719
32
$2.76M 1.03%
133,420
-15,178
33
$2.62M 0.98%
19,120
+11
34
$2.34M 0.88%
3,567
35
$2.33M 0.87%
23,989
-175
36
$2.28M 0.85%
122,185
+4,530
37
$2.22M 0.83%
17,950
38
$2.14M 0.8%
33,802
-1,971
39
$2.12M 0.79%
6,784
-260
40
$2.07M 0.77%
16,585
41
$2.04M 0.76%
8,592
42
$1.91M 0.71%
25,737
+8,357
43
$1.9M 0.71%
11,534
+9
44
$1.75M 0.65%
9,600
-40
45
$1.67M 0.62%
3,061
+781
46
$1.64M 0.61%
4,828
-60
47
$1.57M 0.59%
6,736
-45
48
$1.57M 0.59%
2,839
-15
49
$1.54M 0.57%
93,350
-131,760
50
$1.5M 0.56%
12,125
1
2
3 4 5