CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+3.33%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$235M
AUM Growth
+$235M
(+0.83%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
33.26%
Holding
499
New
18
Increased
36
Reduced
134
Closed
50
Top Buys
| 1 |
Vodafone
VOD
|
$1.21M |
| 2 |
Nomad Foods
NOMD
|
$1.15M |
| 3 |
Healthcare Realty
HR
|
$1.11M |
| 4 |
Utah Medical Products
UTMD
|
$911K |
| 5 |
Telus
TU
|
$897K |
Top Sells
| 1 |
First Solar
FSLR
|
$1.04M |
| 2 |
UMPQ
Umpqua Holdings Corp
UMPQ
|
$900K |
| 3 |
Cousins Properties
CUZ
|
$777K |
| 4 |
Hain Celestial
HAIN
|
$686K |
| 5 |
General Mills
GIS
|
$618K |
Sector Composition
| 1 | Healthcare | 23.54% |
| 2 | Technology | 17.75% |
| 3 | Consumer Staples | 17.44% |
| 4 | Real Estate | 8.88% |
| 5 | Communication Services | 8.3% |
