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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.7%
50,837
-52,341
52
$1.59M 0.68%
13,307
-1,230
53
$1.59M 0.68%
10,929
54
$1.58M 0.68%
32,965
-11,930
55
$1.47M 0.63%
33,932
-18,427
56
$1.41M 0.6%
40,020
+2,100
57
$1.38M 0.59%
11,491
58
$1.35M 0.58%
38,630
-100
59
$1.32M 0.56%
101,365
+1,200
60
$1.27M 0.55%
13,312
+9,426
61
$1.21M 0.52%
23,848
62
$1.2M 0.51%
17,077
+20
63
$1.04M 0.45%
29,096
-500
64
$1M 0.43%
14,195
-2,445
65
$993K 0.43%
21,421
-573
66
$991K 0.43%
7,764
67
$971K 0.42%
28,060
-800
68
$904K 0.39%
85,045
+2,400
69
$894K 0.38%
18,000
+100
70
$860K 0.37%
5,701
71
$843K 0.36%
17,391
+13,540
72
$819K 0.35%
27,575
-300
73
$813K 0.35%
7,704
-35
74
$792K 0.34%
+4,302
75
$787K 0.34%
5,328
-125
1 2
3
4 5