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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.55%
4,021
+418
52
$1.47M 0.55%
3,606
+31
53
$1.39M 0.52%
4,047
+23
54
$1.33M 0.5%
9,754
+1,952
55
$1.18M 0.44%
49,765
-3,206
56
$1.13M 0.42%
7,150
+846
57
$1.12M 0.42%
6,239
-1,180
58
$1.06M 0.4%
2,087
+42
59
$987K 0.37%
5,379
-210
60
$980K 0.37%
3,335
-75
61
$975K 0.36%
24,548
62
$806K 0.3%
4,697
+11
63
$797K 0.3%
14,252
-200
64
$744K 0.28%
13,785
65
$725K 0.27%
9,840
66
$719K 0.27%
36,147
+27,255
67
$715K 0.27%
3,090
+58
68
$670K 0.25%
6,449
-199
69
$625K 0.23%
5,730
70
$585K 0.22%
8,310
+60
71
$573K 0.21%
2,948
72
$564K 0.21%
7,960
-1,150
73
$561K 0.21%
4,327
-100
74
$557K 0.21%
11,485
-500
75
$542K 0.2%
11,344
1 2
3
4 5