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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.39%
27,283
-38,365
52
$1.04M 0.37%
13,277
-19
53
$1.03M 0.37%
28,165
-200
54
$963K 0.35%
8,328
-708
55
$945K 0.34%
108,000
+30,000
56
$940K 0.34%
7,075
+10
57
$912K 0.33%
13,652
-1,138
58
$891K 0.32%
6,323
-105
59
$846K 0.3%
4,669
-130
60
$816K 0.29%
15,105
61
$806K 0.29%
17,050
-220
62
$774K 0.28%
10,680
-350
63
$768K 0.28%
8,760
-200
64
$697K 0.25%
13,079
65
$688K 0.25%
18,703
-1,719
66
$673K 0.24%
1,800
-100
67
$673K 0.24%
23,920
-95
68
$661K 0.24%
4,030
-50
69
$660K 0.24%
12,440
-450
70
$623K 0.22%
2,687
-22
71
$613K 0.22%
26,925
+5,775
72
$613K 0.22%
12,300
+1,000
73
$606K 0.22%
8,600
+2,500
74
$604K 0.22%
+4,987
75
$560K 0.2%
3,319
-214
1 2
3
4 5