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
$193M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.44M
3
+$1.43M
4
UTHR icon
United Therapeutics
UTHR
+$1.27M
5
PG icon
Procter & Gamble
PG
+$1.17M

Top Sells

1
+$3.16M
2
+$1.78M
3
+$869K
4
NEOG icon
Neogen
NEOG
+$696K
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$595K

Sector Composition

1 Industrials 19.06%
2 Healthcare 17.22%
3 Technology 15.95%
4 Consumer Staples 13.47%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$647K 0.33%
9,835
-7,886
77
$631K 0.33%
7,980
78
$607K 0.31%
7,953
79
$599K 0.31%
9,161
80
$594K 0.31%
26,325
+945
81
$573K 0.3%
13,805
-4,620
82
$562K 0.29%
18,099
-10,084
83
$559K 0.29%
33,487
84
$556K 0.29%
32,590
-26,550
85
$522K 0.27%
7,900
86
$516K 0.27%
6,446
-290
87
$492K 0.25%
8,250
88
$477K 0.25%
4,400
89
$476K 0.25%
2,544
90
$474K 0.25%
10,050
-130
91
$474K 0.25%
23,691
-8,400
92
$472K 0.24%
8,344
+25
93
$460K 0.24%
22,536
-8,600
94
$450K 0.23%
8,748
95
$431K 0.22%
16,275
-343
96
$382K 0.2%
16,220
97
$366K 0.19%
2,764
98
$340K 0.18%
6,840
99
$337K 0.17%
8,748
100
$334K 0.17%
3,200
1 2 3
4
5