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
$208M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.17M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$988K
5
LPT
Liberty Property Trust
LPT
+$978K

Top Sells

1
+$1.11M
2
+$810K
3
+$596K
4
AAPL icon
Apple
AAPL
+$510K
5
ADBE icon
Adobe
ADBE
+$300K

Sector Composition

1 Industrials 17.51%
2 Technology 16.95%
3 Healthcare 16.76%
4 Consumer Staples 12.09%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.78%
35,087
-1,838
52
$1.55M 0.74%
33,341
-80
53
$1.53M 0.74%
8,442
-466
54
$1.51M 0.73%
53,955
55
$1.47M 0.71%
62,897
56
$1.46M 0.7%
49,739
-2,100
57
$1.46M 0.7%
57,880
58
$1.38M 0.66%
95,589
-12,380
59
$1.36M 0.66%
28,600
+19,000
60
$1.31M 0.63%
21,211
61
$1.18M 0.57%
88,076
-3,044
62
$1.13M 0.54%
9,365
-200
63
$1.12M 0.54%
11,844
64
$1.07M 0.51%
8,793
-2,254
65
$1.04M 0.5%
27,468
-523
66
$1.02M 0.49%
119,900
-13,640
67
$991K 0.48%
74,300
-3,750
68
$986K 0.47%
13,957
69
$934K 0.45%
40,803
+13,728
70
$916K 0.44%
9,984
+1,249
71
$914K 0.44%
9,718
-1,274
72
$908K 0.44%
21,565
73
$892K 0.43%
69,177
+17,355
74
$807K 0.39%
6,574
-15
75
$777K 0.37%
24,610
-6,485
1 2
3
4 5