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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.59%
32,231
52
$1.43M 0.58%
7,261
-620
53
$1.42M 0.58%
10,541
-1,686
54
$1.35M 0.55%
11,620
-190
55
$1.11M 0.45%
4,057
-121
56
$1.04M 0.42%
9,800
-4,630
57
$1M 0.41%
17,040
-16,960
58
$959K 0.39%
10,908
-950
59
$929K 0.38%
11,533
+300
60
$920K 0.37%
16,955
-2,040
61
$920K 0.37%
13,780
-4,393
62
$918K 0.37%
11,486
63
$896K 0.36%
55,350
-10,700
64
$836K 0.34%
23,750
-7,265
65
$805K 0.33%
14,385
-337
66
$777K 0.31%
21,310
-1,374
67
$710K 0.29%
16,046
-14,675
68
$697K 0.28%
16,290
-500
69
$678K 0.27%
4,268
-100
70
$673K 0.27%
11,480
-1,700
71
$658K 0.27%
27,799
-1,099
72
$637K 0.26%
13,702
-1,450
73
$586K 0.24%
13,470
-1,000
74
$558K 0.23%
6,901
-1,550
75
$548K 0.22%
10,377
-3,995
1 2
3
4 5