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
$237M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.99M
3
+$1.53M
4
SNY icon
Sanofi
SNY
+$1.43M
5
BIIB icon
Biogen
BIIB
+$1.3M

Top Sells

1
+$1.65M
2
+$1.25M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.02M
5
AAPL icon
Apple
AAPL
+$971K

Sector Composition

1 Healthcare 19.58%
2 Technology 17.64%
3 Financials 11.4%
4 Industrials 10.67%
5 Real Estate 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$739K 0.31%
53,450
+2,500
77
$709K 0.3%
11,836
-9
78
$654K 0.28%
24,289
+1,997
79
$650K 0.27%
4,695
+522
80
$634K 0.27%
6,829
-860
81
$620K 0.26%
6,185
-275
82
$594K 0.25%
10,673
-17,175
83
$577K 0.24%
15,710
-5,337
84
$572K 0.24%
2,175
-400
85
$568K 0.24%
5,162
-794
86
$541K 0.23%
2,711
+650
87
$528K 0.22%
4,335
-1,150
88
$522K 0.22%
5,202
+339
89
$515K 0.22%
7,188
-200
90
$509K 0.21%
20,000
91
$506K 0.21%
3,343
-310
92
$501K 0.21%
5,989
-2,100
93
$472K 0.2%
9,740
-1,447
94
$464K 0.2%
1,934
-150
95
$452K 0.19%
2,275
-240
96
$446K 0.19%
10,600
97
$441K 0.19%
6,384
98
$395K 0.17%
6,252
99
$395K 0.17%
7,589
-4,505
100
$393K 0.17%
+8,600
2 3
4
5 6