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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.53M
3
+$1.55M
4
STAG icon
STAG Industrial
STAG
+$1.18M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.01M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$699K
4
WLY icon
John Wiley & Sons Class A
WLY
+$661K
5
INTU icon
Intuit
INTU
+$584K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.23%
3,219
-100
77
$572K 0.22%
4,502
78
$543K 0.2%
5,118
79
$524K 0.2%
9,598
80
$513K 0.19%
14,162
-4,541
81
$498K 0.19%
6,321
-700
82
$484K 0.18%
85,000
83
$482K 0.18%
14,250
+4,400
84
$461K 0.17%
+631
85
$460K 0.17%
2,323
-70
86
$457K 0.17%
3,232
-30
87
$446K 0.17%
3,295
+3,185
88
$445K 0.17%
2,380
-170
89
$418K 0.16%
7,721
-100
90
$416K 0.16%
3,785
-100
91
$414K 0.16%
7,550
92
$397K 0.15%
17,363
-2,077
93
$388K 0.15%
1,575
94
$381K 0.14%
12,700
95
$381K 0.14%
3,883
-100
96
$380K 0.14%
2,985
+485
97
$358K 0.13%
5,678
98
$358K 0.13%
8,066
99
$350K 0.13%
2,495
-25
100
$344K 0.13%
2,976
-391
2 3
4
5 6