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
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.1M
3
+$1.43M
4
NSP icon
Insperity
NSP
+$976K
5
CBU icon
Community Bank
CBU
+$687K

Top Sells

1
+$1.66M
2
+$1.55M
3
+$847K
4
WLY icon
John Wiley & Sons Class A
WLY
+$676K
5
WEC icon
WEC Energy
WEC
+$665K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.72%
11,902
-375
52
$1.58M 0.66%
36,838
-3,260
53
$1.54M 0.64%
19,559
-1,102
54
$1.49M 0.62%
10,127
-32
55
$1.49M 0.62%
19,690
56
$1.44M 0.6%
36,153
-9,035
57
$1.43M 0.6%
48,789
-9,600
58
$1.36M 0.57%
79,525
-5,480
59
$1.29M 0.54%
15,705
60
$1.12M 0.47%
22,073
61
$1.08M 0.45%
8,455
+73
62
$1.07M 0.45%
24,950
-1,725
63
$1.04M 0.44%
21,800
-1,620
64
$1.02M 0.43%
11,303
-775
65
$1.01M 0.42%
24,192
-1,325
66
$994K 0.42%
22,910
-1,050
67
$976K 0.41%
+27,280
68
$965K 0.4%
25,840
-1,730
69
$860K 0.36%
22,622
-1,405
70
$855K 0.36%
26,930
-6,950
71
$842K 0.35%
25,839
-900
72
$832K 0.35%
16,092
-1,475
73
$828K 0.35%
31,730
+3,915
74
$827K 0.35%
4,568
+400
75
$786K 0.33%
7,812
-105
1 2
3
4 5