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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$855K 0.41%
4,581
-4,578
52
$836K 0.4%
16,605
53
$804K 0.38%
13,380
54
$780K 0.37%
13,140
-10,468
55
$775K 0.37%
19,044
-625
56
$749K 0.36%
29,645
+13,455
57
$668K 0.32%
37,800
-27,290
58
$651K 0.31%
21,034
-21,554
59
$644K 0.31%
17,860
+9,780
60
$633K 0.3%
15,900
+2,984
61
$633K 0.3%
10,900
-2,960
62
$616K 0.29%
11,389
-1,800
63
$577K 0.27%
34,100
-13,875
64
$554K 0.26%
7,418
-2,115
65
$545K 0.26%
109,000
+28,000
66
$541K 0.26%
16,997
+207
67
$533K 0.25%
18,000
+12,040
68
$526K 0.25%
11,519
-1,783
69
$505K 0.24%
13,329
-75
70
$495K 0.24%
2,709
+50
71
$488K 0.23%
1,894
+150
72
$486K 0.23%
3,505
+972
73
$479K 0.23%
5,965
+5,606
74
$471K 0.22%
4,874
+104
75
$454K 0.22%
10,020
-535
1 2
3
4 5