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
$193M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.44M
3
+$1.43M
4
UTHR icon
United Therapeutics
UTHR
+$1.27M
5
PG icon
Procter & Gamble
PG
+$1.17M

Top Sells

1
+$3.16M
2
+$1.78M
3
+$869K
4
NEOG icon
Neogen
NEOG
+$696K
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$595K

Sector Composition

1 Industrials 19.06%
2 Healthcare 17.22%
3 Technology 15.95%
4 Consumer Staples 13.47%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.82%
52,191
52
$1.58M 0.82%
95,104
+507
53
$1.45M 0.75%
11,715
-525
54
$1.43M 0.74%
52,239
-300
55
$1.41M 0.73%
51,474
+202
56
$1.36M 0.7%
11,314
-620
57
$1.3M 0.67%
21,211
58
$1.28M 0.66%
135,815
+92,474
59
$1.27M 0.66%
+13,480
60
$1.25M 0.64%
45,896
-8,405
61
$1.22M 0.63%
29,721
62
$1.18M 0.61%
9,815
-175
63
$1.13M 0.58%
11,519
64
$1.03M 0.54%
13,783
65
$1.01M 0.52%
27,991
-825
66
$997K 0.52%
+23,601
67
$970K 0.5%
57,547
-41,298
68
$926K 0.48%
9,477
-2,350
69
$913K 0.47%
31,095
+3,230
70
$887K 0.46%
78,050
-2,500
71
$864K 0.45%
21,565
-1,615
72
$832K 0.43%
8,547
73
$762K 0.39%
31,850
+5,550
74
$698K 0.36%
51,722
75
$688K 0.36%
5,546
+3,512
1 2
3
4 5