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
$241M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.46M
3
+$1.25M
4
HAIN icon
Hain Celestial
HAIN
+$1.09M
5
BIIB icon
Biogen
BIIB
+$855K

Top Sells

1
+$4.69M
2
+$1.12M
3
+$950K
4
ADP icon
Automatic Data Processing
ADP
+$789K
5
EDR
Education Realty Trust Inc
EDR
+$548K

Sector Composition

1 Healthcare 19.49%
2 Technology 17.16%
3 Financials 11.35%
4 Real Estate 10.24%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$779K 0.32%
19,995
-1,215
77
$707K 0.29%
6,440
+255
78
$688K 0.29%
11,286
-550
79
$662K 0.27%
15,709
-1
80
$614K 0.25%
13,859
-5,621
81
$611K 0.25%
4,427
-268
82
$590K 0.24%
2,175
83
$584K 0.24%
5,574
-1,255
84
$564K 0.23%
5,412
+250
85
$507K 0.21%
4,835
-367
86
$498K 0.21%
5,614
-375
87
$485K 0.2%
7,488
+300
88
$475K 0.2%
6,150
-234
89
$454K 0.19%
30,000
+10,000
90
$448K 0.19%
2,399
-312
91
$448K 0.19%
4,235
-100
92
$438K 0.18%
3,243
-100
93
$424K 0.18%
17,473
-6,816
94
$421K 0.17%
17,500
-2,500
95
$421K 0.17%
2,175
-100
96
$392K 0.16%
7,889
+300
97
$379K 0.16%
2,435
98
$378K 0.16%
15,590
99
$378K 0.16%
9,430
100
$377K 0.16%
7,180
-2,560
2 3
4
5 6