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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$784K 0.34%
12,894
-500
77
$768K 0.33%
23,518
-662
78
$740K 0.32%
29,250
-200
79
$709K 0.3%
6,618
+1,929
80
$608K 0.26%
9,306
81
$593K 0.25%
9,293
-251
82
$552K 0.24%
2,637
+93
83
$551K 0.24%
13,061
-1,001
84
$545K 0.23%
5,817
-50
85
$543K 0.23%
67,350
+3,750
86
$541K 0.23%
7,388
87
$537K 0.23%
+6,600
88
$526K 0.23%
3,737
+180
89
$491K 0.21%
6,484
+500
90
$477K 0.2%
7,700
91
$473K 0.2%
4,835
92
$450K 0.19%
+4,200
93
$407K 0.17%
6,900
+900
94
$400K 0.17%
+3,541
95
$392K 0.17%
89,680
+11,975
96
$385K 0.17%
2,534
97
$354K 0.15%
4,250
98
$351K 0.15%
7,525
99
$347K 0.15%
13,300
100
$339K 0.15%
3,500
2 3
4
5 6