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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$673K 0.22%
711
+6
77
$659K 0.21%
5,925
+194
78
$651K 0.21%
1,187
79
$642K 0.21%
4,160
+108
80
$623K 0.2%
3,113
81
$585K 0.19%
4,940
-577
82
$557K 0.18%
11,485
83
$547K 0.18%
5,539
+250
84
$532K 0.17%
2,958
85
$531K 0.17%
9,645
-500
86
$506K 0.16%
4,327
87
$503K 0.16%
12,729
-541
88
$496K 0.16%
6,996
-964
89
$479K 0.16%
1,954
90
$471K 0.15%
1,980
-610
91
$466K 0.15%
3,921
92
$434K 0.14%
2,281
+158
93
$434K 0.14%
5,900
94
$432K 0.14%
2,942
+38
95
$414K 0.13%
5,777
96
$392K 0.13%
835
-165
97
$380K 0.12%
25,534
-87,164
98
$373K 0.12%
1,599
99
$369K 0.12%
1,182
-130
100
$360K 0.12%
4,101
2 3
4
5 6