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
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.25M
3
+$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.5%
16,575
+16,200
52
$1.09M 0.46%
2,300
53
$1.08M 0.45%
2,045
-5
54
$1.07M 0.45%
3,825
55
$1.06M 0.45%
24,548
-233
56
$881K 0.37%
17,800
57
$788K 0.33%
5,589
58
$769K 0.32%
14,452
-69
59
$732K 0.31%
6,648
-79
60
$731K 0.31%
4,716
61
$724K 0.31%
5,730
62
$718K 0.3%
2,183
-100
63
$705K 0.3%
10,240
64
$668K 0.28%
12,885
65
$615K 0.26%
4,427
66
$597K 0.25%
13,885
67
$587K 0.25%
3,132
68
$553K 0.23%
9,110
69
$532K 0.22%
3,958
-150
70
$528K 0.22%
11,644
71
$523K 0.22%
8,250
72
$505K 0.21%
2,963
-170
73
$505K 0.21%
13,520
-1,430
74
$502K 0.21%
1,178
-25
75
$500K 0.21%
1,220
-2
1 2
3
4 5