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
$187M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.81M
3
+$1.35M
4
CTWS
Connecticut Water Service Inc
CTWS
+$781K
5
AAPL icon
Apple
AAPL
+$610K

Top Sells

1
+$7.62M
2
+$2.65M
3
+$1.96M
4
CAJ
Canon, Inc.
CAJ
+$1.71M
5
MMM icon
3M
MMM
+$1.46M

Sector Composition

1 Industrials 19.29%
2 Technology 16.65%
3 Healthcare 14.91%
4 Consumer Staples 13.4%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.17%
6,840
-600
102
$280K 0.15%
4,194
103
$279K 0.15%
18,000
104
$273K 0.15%
2,034
-3,564
105
$248K 0.13%
4,348
106
$232K 0.12%
2,993
107
$212K 0.11%
4,248
-90
108
$204K 0.11%
4,042
109
$203K 0.11%
+3,468
110
– –
-21,538
111
– –
-3,327
1 2 3 4
5