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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$611K
3
+$567K
4
SNY icon
Sanofi
SNY
+$463K
5
RWM icon
ProShares Short Russell2000
RWM
+$416K

Top Sells

1
+$1.46M
2
+$855K
3
+$849K
4
PG icon
Procter & Gamble
PG
+$461K
5
WLY icon
John Wiley & Sons Class A
WLY
+$438K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$728K 0.33%
7,435
+3,730
77
$723K 0.33%
27,405
+5,680
78
$685K 0.31%
9,631
79
$617K 0.28%
59,290
-21,755
80
$606K 0.27%
3,557
-598
81
$601K 0.27%
6,535
82
$596K 0.27%
6,601
+1,000
83
$569K 0.26%
2,544
-93
84
$546K 0.25%
9,306
85
$545K 0.25%
5,231
+346
86
$485K 0.22%
9,900
+8,500
87
$483K 0.22%
7,388
88
$481K 0.22%
7,678
89
$470K 0.21%
85,405
-1,000
90
$465K 0.21%
13,061
91
$452K 0.2%
4,200
92
$447K 0.2%
3,325
-75
93
$439K 0.2%
6,384
94
$425K 0.19%
30,497
-1,797
95
$425K 0.19%
2,284
96
$400K 0.18%
11,016
+377
97
$379K 0.17%
3,243
-168
98
$377K 0.17%
4,550
99
$374K 0.17%
24,660
+3,900
100
$351K 0.16%
19,850
-1,150
2 3
4
5 6