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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.53M
3
+$1.55M
4
STAG icon
STAG Industrial
STAG
+$1.18M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.01M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$699K
4
WLY icon
John Wiley & Sons Class A
WLY
+$661K
5
INTU icon
Intuit
INTU
+$584K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.43%
8,149
-1,398
52
$1.06M 0.4%
13,652
53
$1.05M 0.4%
18,149
-2,283
54
$1.05M 0.39%
24,438
-2,845
55
$1.04M 0.39%
5,623
-700
56
$1.02M 0.38%
27,590
-575
57
$938K 0.35%
12,879
-200
58
$930K 0.35%
7,350
-978
59
$929K 0.35%
12,628
-649
60
$890K 0.33%
114,000
+6,000
61
$884K 0.33%
5,487
-2,057
62
$820K 0.31%
10,380
-300
63
$808K 0.3%
4,897
-90
64
$804K 0.3%
4,359
-310
65
$795K 0.3%
14,105
-1,000
66
$795K 0.3%
12,190
-250
67
$792K 0.3%
7,680
-1,080
68
$760K 0.29%
11,875
-425
69
$743K 0.28%
3,930
-100
70
$713K 0.27%
1,800
71
$704K 0.26%
15,726
-1,324
72
$674K 0.25%
19,020
-4,900
73
$666K 0.25%
2,607
-80
74
$653K 0.25%
11,300
+2,700
75
$618K 0.23%
31,225
+4,300
1 2
3
4 5