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
$187M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.81M
3
+$1.35M
4
CTWS
Connecticut Water Service Inc
CTWS
+$781K
5
AAPL icon
Apple
AAPL
+$610K

Top Sells

1
+$7.62M
2
+$2.65M
3
+$1.96M
4
CAJ
Canon, Inc.
CAJ
+$1.71M
5
MMM icon
3M
MMM
+$1.46M

Sector Composition

1 Industrials 19.29%
2 Technology 16.65%
3 Healthcare 14.91%
4 Consumer Staples 13.4%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$622K 0.33%
7,953
-74
77
$607K 0.32%
26,300
+1,900
78
$603K 0.32%
25,380
+3,115
79
$568K 0.3%
9,161
80
$550K 0.29%
31,136
-500
81
$529K 0.28%
33,487
-4,174
82
$520K 0.28%
8,319
+1,740
83
$515K 0.28%
6,736
-240
84
$515K 0.28%
59,140
-153,011
85
$481K 0.26%
+11,375
86
$470K 0.25%
2,544
87
$462K 0.25%
8,748
88
$454K 0.24%
7,900
89
$449K 0.24%
8,250
90
$447K 0.24%
10,180
-1,750
91
$441K 0.24%
16,618
-141
92
$440K 0.24%
4,400
93
$421K 0.23%
16,220
94
$414K 0.22%
+43,341
95
$397K 0.21%
2,764
96
$393K 0.21%
40,670
-32,515
97
$347K 0.19%
6,700
-500
98
$335K 0.18%
8,748
99
$328K 0.18%
3,614
100
$311K 0.17%
3,200
1 2 3
4
5