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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$547K 0.22%
4,925
+250
77
$537K 0.22%
1,901
-274
78
$530K 0.21%
5,237
+200
79
$526K 0.21%
11,985
-46,875
80
$521K 0.21%
1,365
81
$501K 0.2%
98,700
-29,000
82
$494K 0.2%
2,459
+122
83
$490K 0.2%
10,115
-2,350
84
$488K 0.2%
5,425
-90
85
$474K 0.19%
3,868
86
$463K 0.19%
32,245
-20,480
87
$452K 0.18%
13,914
-6
88
$434K 0.18%
3,348
+825
89
$430K 0.17%
3,849
-3,995
90
$423K 0.17%
5,025
-150
91
$417K 0.17%
16,440
-40,220
92
$416K 0.17%
36,400
-42,000
93
$402K 0.16%
8,328
-1,000
94
$401K 0.16%
28,245
+1,765
95
$401K 0.16%
2,400
-400
96
$391K 0.16%
2,045
-390
97
$380K 0.15%
12,630
-2,590
98
$375K 0.15%
3,043
99
$374K 0.15%
1,485
-375
100
$363K 0.15%
5,846
-2,314
2 3
4
5 6