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
$175M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$5.56M
3 +$5.38M
4
GAS
AGL Resources Inc
GAS
+$4.67M
5
JCI icon
Johnson Controls International
JCI
+$4.39M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.01%
2 Technology 15.74%
3 Healthcare 15.07%
4 Consumer Staples 14.08%
5 Materials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$217K 0.12%
+4,463
102
$212K 0.12%
+18,000
103
$211K 0.12%
+4,348
104
$170K 0.1%
+4,042
105
$93K 0.05%
+3,448