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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.42%
17,594
-22,455
52
$1.19M 0.39%
10,810
53
$1.17M 0.39%
11,892
-400
54
$1.17M 0.38%
4,008
-34
55
$1.1M 0.36%
7,920
-1,111
56
$1.1M 0.36%
8,480
-1,050
57
$1.05M 0.35%
13,280
+1,000
58
$1.04M 0.34%
57,475
-6,925
59
$1.01M 0.33%
12,089
-37
60
$894K 0.29%
19,931
-1,229
61
$893K 0.29%
11,790
-100
62
$879K 0.29%
16,605
63
$869K 0.29%
13,380
64
$860K 0.28%
14,080
-880
65
$859K 0.28%
9,783
66
$808K 0.27%
50,250
67
$807K 0.27%
28,228
-1,676
68
$777K 0.26%
6,606
+1,104
69
$730K 0.24%
10,343
+2,592
70
$722K 0.24%
4,268
-91
71
$677K 0.22%
9,495
+427
72
$656K 0.22%
+11,254
73
$652K 0.22%
16,790
+16,200
74
$640K 0.21%
15,290
-700
75
$622K 0.21%
4,770
-150
1 2
3
4 5