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
$245M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.8M
3
+$1.55M
4
NSP icon
Insperity
NSP
+$1.11M
5
HMSY
HMS Holdings Corp.
HMSY
+$863K

Top Sells

1
+$2.95M
2
+$1.38M
3
+$1.13M
4
TU icon
Telus
TU
+$587K
5
FSLR icon
First Solar
FSLR
+$570K

Sector Composition

1 Healthcare 18.95%
2 Technology 16.92%
3 Financials 12.23%
4 Industrials 12.03%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.3%
8,814
-250
77
$735K 0.3%
6,335
78
$683K 0.28%
7,156
79
$667K 0.27%
22,548
-1,223
80
$653K 0.27%
83,720
-1,335
81
$647K 0.26%
12,827
-3,265
82
$632K 0.26%
11,845
-509
83
$627K 0.26%
2,494
-50
84
$591K 0.24%
7,689
-50
85
$588K 0.24%
6,275
-160
86
$585K 0.24%
13,400
+1,550
87
$567K 0.23%
4,173
88
$563K 0.23%
3,600
89
$553K 0.23%
19,625
-12,105
90
$538K 0.22%
7,388
91
$532K 0.22%
42,040
-7,050
92
$526K 0.21%
3,903
93
$516K 0.21%
5,231
94
$513K 0.21%
2,860
-165
95
$481K 0.2%
19,850
96
$474K 0.19%
5,776
97
$470K 0.19%
2,084
-55
98
$461K 0.19%
12,094
99
$404K 0.16%
6,384
100
$399K 0.16%
6,252
+1,552
2 3
4
5 6