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
$237M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.99M
3
+$1.53M
4
SNY icon
Sanofi
SNY
+$1.43M
5
BIIB icon
Biogen
BIIB
+$1.3M

Top Sells

1
+$1.65M
2
+$1.25M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.02M
5
AAPL icon
Apple
AAPL
+$971K

Sector Composition

1 Healthcare 19.58%
2 Technology 17.64%
3 Financials 11.4%
4 Industrials 10.67%
5 Real Estate 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$387K 0.16%
2,435
102
$367K 0.16%
15,590
-4,260
103
$349K 0.15%
3,500
104
$338K 0.14%
+9,000
105
$333K 0.14%
25,825
-15,015
106
$316K 0.13%
9,430
-2
107
$308K 0.13%
+20,000
108
$306K 0.13%
1,600
-2,000
109
$303K 0.13%
2,410
+600
110
$298K 0.13%
4,550
111
$298K 0.13%
7,400
-3,045
112
$294K 0.12%
4,425
113
$293K 0.12%
4,295
114
$287K 0.12%
15,000
115
$287K 0.12%
5,467
-232
116
$286K 0.12%
9,660
117
$282K 0.12%
4,364
-2,724
118
$282K 0.12%
3,776
-2,000
119
$276K 0.12%
1,647
120
$271K 0.11%
6,242
+800
121
$262K 0.11%
5,180
122
$257K 0.11%
+6,296
123
$241K 0.1%
+5,000
124
$234K 0.1%
3,023
-1,050
125
$230K 0.1%
2,601
-300
2 3 4
5
6