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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$611K
3
+$567K
4
SNY icon
Sanofi
SNY
+$463K
5
RWM icon
ProShares Short Russell2000
RWM
+$416K

Top Sells

1
+$1.46M
2
+$855K
3
+$849K
4
PG icon
Procter & Gamble
PG
+$461K
5
WLY icon
John Wiley & Sons Class A
WLY
+$438K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.73%
40,680
+540
52
$1.58M 0.71%
13,207
53
$1.46M 0.66%
36,202
+11,441
54
$1.4M 0.63%
11,491
55
$1.34M 0.6%
16,130
-625
56
$1.25M 0.56%
38,966
+1,140
57
$1.25M 0.56%
36,730
-600
58
$1.24M 0.56%
22,398
-1,050
59
$1.2M 0.54%
27,877
-3,395
60
$1.19M 0.54%
18,650
-5,140
61
$1.18M 0.53%
14,652
-290
62
$1.11M 0.5%
27,160
-850
63
$1.11M 0.5%
28,840
+680
64
$1.11M 0.5%
8,297
+448
65
$1.08M 0.49%
27,400
-250
66
$1.06M 0.48%
13,845
-250
67
$1.04M 0.47%
26,117
-833
68
$1.03M 0.47%
34,690
-11,462
69
$946K 0.43%
17,942
-200
70
$887K 0.4%
7,599
-105
71
$866K 0.39%
5,719
+97
72
$803K 0.36%
26,739
-2,357
73
$773K 0.35%
9,373
-881
74
$751K 0.34%
23,386
-132
75
$731K 0.33%
5,178
-150
1 2
3
4 5