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
$218M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.2M
3
+$1.55M
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.33M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.32M

Top Sells

1
+$1.39M
2
+$1.1M
3
+$984K
4
WTRG icon
Essential Utilities
WTRG
+$955K
5
TU icon
Telus
TU
+$851K

Sector Composition

1 Technology 16.89%
2 Industrials 15.66%
3 Healthcare 15.13%
4 Consumer Staples 12.59%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$371K 0.17%
48,430
-9,035
102
$350K 0.16%
3,500
103
$335K 0.15%
4,307
104
$326K 0.15%
3,411
-165
105
$325K 0.15%
18,090
-750
106
$321K 0.15%
4,736
107
$311K 0.14%
4,050
108
$292K 0.13%
5,200
109
$280K 0.13%
15,085
110
$270K 0.12%
1,987
111
$269K 0.12%
3,900
112
$267K 0.12%
1,647
113
$258K 0.12%
2,900
114
$255K 0.12%
4,583
-465
115
$255K 0.12%
4,720
116
$241K 0.11%
6,142
117
$239K 0.11%
13,432
-3,400
118
$237K 0.11%
4,100
-248
119
$223K 0.1%
4,042
120
$215K 0.1%
3,280
121
$214K 0.1%
3,160
122
$213K 0.1%
1,681
123
$212K 0.1%
3,163
124
$212K 0.1%
4,880
-500
125
$204K 0.09%
908
3 4
5
6 7