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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.14%
15,000
102
$326K 0.14%
21,000
103
$309K 0.13%
7,848
104
$309K 0.13%
9,421
-350
105
$309K 0.13%
5,600
106
$293K 0.13%
3,600
107
$290K 0.12%
33,194
-3,000
108
$288K 0.12%
1,987
109
$284K 0.12%
2,500
-150
110
$283K 0.12%
13,432
111
$278K 0.12%
6,142
112
$278K 0.12%
3,411
113
$277K 0.12%
5,854
-1,500
114
$235K 0.1%
9,660
115
$229K 0.1%
3,205
+200
116
$229K 0.1%
3,900
117
$220K 0.09%
15,525
-300
118
$219K 0.09%
3,140
119
$211K 0.09%
1,647
120
$209K 0.09%
+1,639
121
$197K 0.08%
4,880
122
$196K 0.08%
3,804
123
$189K 0.08%
2,385
124
$183K 0.08%
1,535
+75
125
$182K 0.08%
2,338
3 4
5
6 7