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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$525K 0.2%
5,289
77
$515K 0.19%
1,168
-10
78
$508K 0.19%
4,410
-170
79
$507K 0.19%
5,682
+25
80
$505K 0.19%
13,520
81
$499K 0.19%
3,142
-759
82
$479K 0.18%
1,000
-120
83
$466K 0.17%
3,934
+51
84
$460K 0.17%
5,900
85
$452K 0.17%
4,400
+2,300
86
$421K 0.16%
15,054
87
$388K 0.14%
456
+15
88
$385K 0.14%
2,598
89
$378K 0.14%
1,955
-20
90
$368K 0.14%
5,777
-166
91
$362K 0.14%
6,925
-150
92
$359K 0.13%
1,773
+55
93
$347K 0.13%
1,362
94
$344K 0.13%
1,561
95
$338K 0.13%
4,735
-400
96
$325K 0.12%
2,898
97
$325K 0.12%
983
98
$324K 0.12%
888
99
$322K 0.12%
2,354
100
$320K 0.12%
4,725
2 3
4
5 6