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
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.1M
3
+$1.43M
4
NSP icon
Insperity
NSP
+$976K
5
CBU icon
Community Bank
CBU
+$687K

Top Sells

1
+$1.66M
2
+$1.55M
3
+$847K
4
WLY icon
John Wiley & Sons Class A
WLY
+$676K
5
WEC icon
WEC Energy
WEC
+$665K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$760K 0.32%
9,064
-910
77
$733K 0.31%
6,335
-44
78
$702K 0.29%
6,435
-100
79
$701K 0.29%
9,583
-15
80
$687K 0.29%
+12,513
81
$660K 0.28%
7,156
82
$652K 0.27%
23,771
+596
83
$627K 0.26%
7,739
84
$625K 0.26%
2,544
85
$604K 0.25%
12,354
-1,890
86
$600K 0.25%
+15,715
87
$597K 0.25%
85,055
-650
88
$594K 0.25%
49,090
-200
89
$555K 0.23%
3,025
-300
90
$550K 0.23%
5,231
91
$543K 0.23%
4,173
92
$543K 0.23%
11,850
+850
93
$538K 0.23%
3,600
94
$536K 0.22%
7,388
95
$497K 0.21%
19,850
96
$496K 0.21%
3,903
+410
97
$471K 0.2%
6,595
-6,085
98
$469K 0.2%
2,139
99
$469K 0.2%
5,776
-2,000
100
$419K 0.18%
12,094
-622
2 3
4
5 6