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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$611K
3
+$567K
4
SNY icon
Sanofi
SNY
+$463K
5
RWM icon
ProShares Short Russell2000
RWM
+$416K

Top Sells

1
+$1.46M
2
+$855K
3
+$849K
4
PG icon
Procter & Gamble
PG
+$461K
5
WLY icon
John Wiley & Sons Class A
WLY
+$438K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$350K 0.16%
3,500
102
$343K 0.15%
6,228
+374
103
$340K 0.15%
7,100
104
$339K 0.15%
2,939
-2,599
105
$336K 0.15%
2,061
+37
106
$332K 0.15%
13,432
107
$328K 0.15%
23,025
+4,500
108
$322K 0.15%
42,650
-17,450
109
$308K 0.14%
15,000
110
$301K 0.14%
7,848
111
$293K 0.13%
2,498
+1,532
112
$289K 0.13%
9,894
-2,920
113
$285K 0.13%
5,600
-250
114
$270K 0.12%
3,126
+270
115
$266K 0.12%
5,180
116
$264K 0.12%
6,360
+218
117
$262K 0.12%
3,250
-100
118
$259K 0.12%
2,500
119
$227K 0.1%
3,140
120
$223K 0.1%
9,660
121
$220K 0.1%
1,647
122
$209K 0.09%
4,421
123
$201K 0.09%
1,639
124
$193K 0.09%
4,042
125
$133K 0.06%
6,000
3 4
5
6 7