CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.1M
3
+$1.43M
4
NSP icon
Insperity
NSP
+$976K
5
CBU icon
Community Bank
CBU
+$687K

Top Sells

1
+$1.66M
2
+$1.55M
3
+$847K
4
WLY icon
John Wiley & Sons Class A
WLY
+$676K
5
WEC icon
WEC Energy
WEC
+$665K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.17%
5,128
102
$397K 0.17%
6,384
103
$371K 0.16%
2,939
104
$369K 0.15%
6,706
105
$365K 0.15%
10,829
-276
106
$357K 0.15%
2,455
-460
107
$355K 0.15%
3,500
108
$349K 0.15%
2,061
109
$344K 0.14%
4,073
110
$320K 0.13%
3,801
+901
111
$317K 0.13%
3,736
-19,535
112
$304K 0.13%
15,000
113
$298K 0.12%
13,650
-5,775
114
$291K 0.12%
4,421
-160
115
$286K 0.12%
1,647
116
$279K 0.12%
2,389
+779
117
$270K 0.11%
5,180
118
$267K 0.11%
1,841
119
$264K 0.11%
2,500
120
$259K 0.11%
4,700
121
$258K 0.11%
4,295
122
$257K 0.11%
4,425
123
$257K 0.11%
7,972
124
$246K 0.1%
9,660
125
$243K 0.1%
5,442
3 4
5
6 7