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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.44%
+29,818
52
$1.17M 0.4%
7,899
-250
53
$1.12M 0.38%
13,721
+69
54
$1.09M 0.37%
24,042
-396
55
$1.08M 0.37%
19,213
+1,064
56
$1M 0.34%
12,879
57
$979K 0.33%
8,020
+340
58
$967K 0.33%
6,700
+3,405
59
$943K 0.32%
12,120
-508
60
$940K 0.32%
7,249
-101
61
$911K 0.31%
5,487
62
$900K 0.31%
5,113
-510
63
$878K 0.3%
12,501
-7,826
64
$858K 0.29%
11,780
-410
65
$808K 0.27%
9,880
-500
66
$800K 0.27%
3,485
+266
67
$785K 0.27%
14,125
+20
68
$784K 0.27%
4,187
-710
69
$771K 0.26%
1,800
70
$766K 0.26%
4,359
71
$756K 0.26%
3,930
72
$725K 0.25%
2,607
73
$719K 0.24%
15,726
74
$702K 0.24%
18,870
-150
75
$667K 0.23%
11,875
1 2
3
4 5