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
$218M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.2M
3
+$1.55M
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.33M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.32M

Top Sells

1
+$1.39M
2
+$1.1M
3
+$984K
4
WTRG icon
Essential Utilities
WTRG
+$955K
5
TU icon
Telus
TU
+$851K

Sector Composition

1 Technology 16.89%
2 Industrials 15.66%
3 Healthcare 15.13%
4 Consumer Staples 12.59%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.77%
50,578
-1,560
52
$1.61M 0.74%
36,539
+1,050
53
$1.6M 0.73%
61,946
-420
54
$1.57M 0.72%
38,534
+32,750
55
$1.49M 0.69%
28,774
-1,098
56
$1.41M 0.65%
27,390
-200
57
$1.4M 0.64%
22,979
58
$1.33M 0.61%
40,640
-1,924
59
$1.32M 0.61%
+27,194
60
$1.32M 0.61%
21,189
-2,250
61
$1.22M 0.56%
11,429
+11,349
62
$1.21M 0.55%
7,752
-162
63
$1.18M 0.54%
13,284
-400
64
$1.16M 0.53%
90,950
+700
65
$1.1M 0.51%
11,599
66
$1.09M 0.5%
9,789
-40
67
$1.06M 0.49%
17,822
+9,241
68
$1.06M 0.49%
19,510
-295
69
$1.03M 0.47%
13,911
-5,820
70
$1M 0.46%
22,641
-3,398
71
$979K 0.45%
7,543
-200
72
$969K 0.45%
42,395
+8,245
73
$969K 0.45%
8,945
-80
74
$939K 0.43%
26,023
-1,445
75
$925K 0.43%
7,264
-313
1 2
3
4 5