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
$212M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.5M
3
+$1.44M
4
GPC icon
Genuine Parts
GPC
+$1.27M
5
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.16M

Top Sells

1
+$3.79M
2
+$2.56M
3
+$1.66M
4
DD
Du Pont De Nemours E I
DD
+$1.4M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.24M

Sector Composition

1 Technology 18.18%
2 Healthcare 14.38%
3 Industrials 13.18%
4 Consumer Staples 11.74%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.74%
29,679
-1,438
52
$1.5M 0.71%
+41,642
53
$1.46M 0.69%
17,872
-1,595
54
$1.44M 0.68%
+39,000
55
$1.31M 0.62%
11,599
56
$1.25M 0.59%
26,530
-2,244
57
$1.21M 0.57%
9,774
-15
58
$1.21M 0.57%
39,140
-1,500
59
$1.1M 0.52%
95,850
+4,900
60
$1.09M 0.52%
+41,964
61
$1.07M 0.51%
25,773
-250
62
$1.05M 0.5%
17,215
-2,295
63
$1.05M 0.5%
12,284
-1,000
64
$1.02M 0.48%
41,875
-520
65
$1.02M 0.48%
7,543
-209
66
$998K 0.47%
28,000
-46,480
67
$988K 0.47%
+9,148
68
$956K 0.45%
8,929
-2,500
69
$948K 0.45%
33,153
-2,200
70
$947K 0.45%
18,724
-2,465
71
$884K 0.42%
6,843
-700
72
$877K 0.41%
13,092
-734
73
$847K 0.4%
8,800
-145
74
$833K 0.39%
63,600
-2,450
75
$731K 0.34%
24,761
-42,170
1 2
3
4 5