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
$241M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.46M
3
+$1.25M
4
HAIN icon
Hain Celestial
HAIN
+$1.09M
5
BIIB icon
Biogen
BIIB
+$855K

Top Sells

1
+$4.69M
2
+$1.12M
3
+$950K
4
ADP icon
Automatic Data Processing
ADP
+$789K
5
EDR
Education Realty Trust Inc
EDR
+$548K

Sector Composition

1 Healthcare 19.49%
2 Technology 17.16%
3 Financials 11.35%
4 Real Estate 10.24%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.73%
11,204
52
$1.7M 0.7%
15,430
+300
53
$1.69M 0.7%
59,670
+3,205
54
$1.65M 0.68%
15,360
-2,750
55
$1.42M 0.59%
10,597
+569
56
$1.41M 0.58%
14,663
-1,340
57
$1.35M 0.56%
7,982
-880
58
$1.32M 0.55%
19,398
-1,375
59
$1.28M 0.53%
16,150
-1,525
60
$1.24M 0.52%
14,570
-25
61
$1.19M 0.49%
35,325
-4,400
62
$1.19M 0.49%
11,174
-173
63
$1.17M 0.48%
22,155
+993
64
$1.14M 0.47%
52,930
-955
65
$1.05M 0.44%
20,650
-1,050
66
$971K 0.4%
10,483
67
$966K 0.4%
55,115
68
$934K 0.39%
16,740
-1,980
69
$906K 0.38%
75,500
-2,050
70
$890K 0.37%
4,298
-15
71
$853K 0.35%
24,241
72
$849K 0.35%
17,617
-760
73
$841K 0.35%
8,538
-580
74
$805K 0.33%
+18,770
75
$781K 0.32%
56,950
+3,500
1 2
3
4 5