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
$245M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.8M
3
+$1.55M
4
NSP icon
Insperity
NSP
+$1.11M
5
HMSY
HMS Holdings Corp.
HMSY
+$863K

Top Sells

1
+$2.95M
2
+$1.38M
3
+$1.13M
4
TU icon
Telus
TU
+$587K
5
FSLR icon
First Solar
FSLR
+$570K

Sector Composition

1 Healthcare 18.95%
2 Technology 16.92%
3 Financials 12.23%
4 Industrials 12.03%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.73%
11,391
52
$1.76M 0.72%
11,471
-2,491
53
$1.61M 0.66%
11,327
-575
54
$1.55M 0.63%
19,164
-395
55
$1.41M 0.57%
15,705
56
$1.39M 0.57%
33,803
-2,350
57
$1.38M 0.56%
9,954
-173
58
$1.31M 0.53%
24,192
59
$1.29M 0.53%
70,810
-8,715
60
$1.28M 0.52%
19,390
-300
61
$1.24M 0.51%
37,614
-11,175
62
$1.19M 0.48%
22,023
-50
63
$1.12M 0.46%
24,407
-12,431
64
$1.07M 0.44%
24,450
-500
65
$1.01M 0.41%
21,000
-800
66
$986K 0.4%
25,840
67
$980K 0.4%
8,455
68
$864K 0.35%
4,568
69
$863K 0.35%
+43,475
70
$862K 0.35%
22,315
-595
71
$858K 0.35%
25,839
72
$852K 0.35%
9,583
73
$852K 0.35%
11,253
-50
74
$827K 0.34%
7,737
-75
75
$827K 0.34%
21,047
-1,575
1 2
3
4 5