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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.14%
9,000
102
$336K 0.14%
2,850
-1,335
103
$329K 0.13%
7,016
-195
104
$327K 0.13%
6,852
105
$318K 0.13%
3,195
-1,164
106
$315K 0.13%
10,645
-8,745
107
$314K 0.13%
6,305
+1,604
108
$304K 0.12%
1,674
+40
109
$300K 0.12%
1,866
-797
110
$300K 0.12%
1,575
111
$300K 0.12%
4,066
-3,047
112
$290K 0.12%
3,567
113
$289K 0.12%
15,000
114
$288K 0.12%
11,529
-1,350
115
$288K 0.12%
4,550
116
$282K 0.11%
410
+345
117
$280K 0.11%
2,045
118
$274K 0.11%
20,000
119
$250K 0.1%
5,180
120
$246K 0.1%
5,096
-2,000
121
$242K 0.1%
2,212
122
$240K 0.1%
4,200
-100
123
$239K 0.1%
+5,900
124
$231K 0.09%
3,375
-1,145
125
$231K 0.09%
8,066
3 4
5
6 7