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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.2%
85,000
77
$533K 0.19%
4,502
78
$530K 0.19%
+9,598
79
$521K 0.19%
7,021
-21
80
$510K 0.18%
5,118
+58
81
$438K 0.16%
12,700
82
$430K 0.15%
1,575
83
$422K 0.15%
19,440
84
$422K 0.15%
2,393
-150
85
$415K 0.15%
7,123
-22,017
86
$410K 0.15%
7,821
+150
87
$407K 0.15%
9,850
+6,550
88
$400K 0.14%
2,550
-125
89
$394K 0.14%
3,262
-9
90
$388K 0.14%
3,885
-50
91
$384K 0.14%
3,275
-95
92
$371K 0.13%
2,280
+100
93
$371K 0.13%
3,983
+69
94
$358K 0.13%
2,994
+5
95
$352K 0.13%
5,678
-79
96
$347K 0.12%
5,800
+3,950
97
$338K 0.12%
3,367
-380
98
$333K 0.12%
1,980
-23
99
$328K 0.12%
2,520
100
$325K 0.12%
2,300
-109
2 3
4
5 6