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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$554K 0.2%
5,445
+20
77
$531K 0.19%
3,868
78
$524K 0.19%
2,459
79
$520K 0.19%
1,776
-125
80
$511K 0.18%
13,869
-45
81
$506K 0.18%
83,700
-15,000
82
$497K 0.18%
1,365
83
$463K 0.17%
2,045
84
$463K 0.17%
10,096
-5,950
85
$457K 0.17%
+11,870
86
$447K 0.16%
+9,068
87
$439K 0.16%
8,765
-1,350
88
$425K 0.15%
19,524
-45,105
89
$422K 0.15%
5,025
90
$389K 0.14%
2,300
-100
91
$384K 0.14%
8,117
-211
92
$377K 0.14%
7,205
+900
93
$375K 0.14%
3,013
-30
94
$372K 0.13%
2,850
95
$368K 0.13%
3,323
-25
96
$362K 0.13%
25,245
-3,000
97
$350K 0.13%
9,000
98
$347K 0.13%
6,816
-200
99
$340K 0.12%
4,133
+3,261
100
$339K 0.12%
21,500
+1,500
2 3
4
5 6