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
$237M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.99M
3
+$1.53M
4
SNY icon
Sanofi
SNY
+$1.43M
5
BIIB icon
Biogen
BIIB
+$1.3M

Top Sells

1
+$1.65M
2
+$1.25M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.02M
5
AAPL icon
Apple
AAPL
+$971K

Sector Composition

1 Healthcare 19.58%
2 Technology 17.64%
3 Financials 11.4%
4 Industrials 10.67%
5 Real Estate 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.7%
56,465
+3,970
52
$1.57M 0.66%
15,130
-450
53
$1.51M 0.64%
16,003
-9,858
54
$1.5M 0.63%
21,162
-1,955
55
$1.47M 0.62%
10,028
+59
56
$1.43M 0.6%
8,862
-2,340
57
$1.3M 0.55%
+4,764
58
$1.27M 0.54%
39,725
-3,475
59
$1.25M 0.53%
20,773
-1,250
60
$1.2M 0.51%
14,595
-4,134
61
$1.2M 0.51%
17,675
-1,230
62
$1.19M 0.5%
11,347
-7,399
63
$1.13M 0.48%
21,700
-2,000
64
$1.01M 0.43%
77,550
-5,470
65
$992K 0.42%
10,483
+900
66
$984K 0.42%
18,377
-4,565
67
$966K 0.41%
18,720
-2,200
68
$907K 0.38%
53,885
-6,000
69
$899K 0.38%
28,028
-4,825
70
$893K 0.38%
55,115
-12,000
71
$890K 0.38%
4,313
-255
72
$826K 0.35%
24,241
-1,598
73
$790K 0.33%
21,210
-3,280
74
$774K 0.33%
19,480
-14,620
75
$742K 0.31%
9,118
-1,935
1 2
3
4 5