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
$208M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.17M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$988K
5
LPT
Liberty Property Trust
LPT
+$978K

Top Sells

1
+$1.11M
2
+$810K
3
+$596K
4
AAPL icon
Apple
AAPL
+$510K
5
ADBE icon
Adobe
ADBE
+$300K

Sector Composition

1 Industrials 17.51%
2 Technology 16.95%
3 Healthcare 16.76%
4 Consumer Staples 12.09%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$760K 0.37%
20,100
-21,428
77
$735K 0.35%
+19,720
78
$715K 0.34%
31,850
79
$641K 0.31%
24,084
+4,634
80
$587K 0.28%
6,953
-200
81
$535K 0.26%
8,250
82
$534K 0.26%
9,248
83
$533K 0.26%
8,868
-60
84
$505K 0.24%
5,674
-50
85
$501K 0.24%
2,544
86
$482K 0.23%
32,356
-1,031
87
$446K 0.21%
2,764
88
$444K 0.21%
20,536
-1,300
89
$443K 0.21%
29,899
-4,333
90
$436K 0.21%
4,400
91
$416K 0.2%
8,531
-740
92
$407K 0.2%
7,854
-1,500
93
$385K 0.18%
9,248
94
$374K 0.18%
10,742
95
$365K 0.18%
6,150
96
$362K 0.17%
4,135
97
$357K 0.17%
15,571
98
$340K 0.16%
8,294
99
$309K 0.15%
4,348
100
$285K 0.14%
4,736
1 2 3
4
5