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
$253M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$907K
4
GG
Goldcorp Inc
GG
+$651K
5
MAA icon
Mid-America Apartment Communities
MAA
+$595K

Top Sells

1
+$1.76M
2
+$1.35M
3
+$862K
4
WLY icon
John Wiley & Sons Class A
WLY
+$747K
5
LPT
Liberty Property Trust
LPT
+$648K

Sector Composition

1 Healthcare 17.6%
2 Technology 17.51%
3 Industrials 12.31%
4 Financials 11.16%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.68%
18,729
-435
52
$1.65M 0.65%
27,848
-22,674
53
$1.65M 0.65%
33,364
-4,250
54
$1.63M 0.64%
15,580
-125
55
$1.56M 0.62%
23,117
-1,290
56
$1.48M 0.59%
22,942
-1,250
57
$1.47M 0.58%
34,100
-15,072
58
$1.46M 0.58%
9,969
+15
59
$1.39M 0.55%
32,853
-950
60
$1.37M 0.54%
13,649
+5,912
61
$1.37M 0.54%
18,905
-485
62
$1.36M 0.54%
52,495
-14,855
63
$1.34M 0.53%
22,023
64
$1.22M 0.48%
23,700
-750
65
$1.18M 0.47%
67,115
-3,695
66
$1.11M 0.44%
24,490
-1,350
67
$1.09M 0.43%
20,920
-80
68
$1.01M 0.4%
59,885
+16,410
69
$1.01M 0.4%
25,839
70
$927K 0.37%
9,583
71
$900K 0.36%
11,053
-200
72
$867K 0.34%
4,568
73
$840K 0.33%
21,047
74
$742K 0.29%
5,485
-850
75
$714K 0.28%
83,020
-700
1 2
3
4 5