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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$332K 0.12%
6,140
-5,340
102
$324K 0.12%
2,169
+124
103
$314K 0.11%
1,460
-25
104
$313K 0.11%
12,129
+600
105
$312K 0.11%
5,096
-750
106
$310K 0.11%
2,997
-852
107
$301K 0.11%
3,070
-125
108
$297K 0.11%
6,552
-300
109
$283K 0.1%
15,000
110
$280K 0.1%
5,341
+161
111
$276K 0.1%
6,692
+792
112
$276K 0.1%
3,367
-200
113
$275K 0.1%
9,570
-3,060
114
$275K 0.1%
1,575
115
$275K 0.1%
5,368
+272
116
$267K 0.1%
2,162
-50
117
$260K 0.09%
1,584
-90
118
$250K 0.09%
8,066
119
$249K 0.09%
4,550
120
$241K 0.09%
1,531
-335
121
$228K 0.08%
16,100
-16,145
122
$226K 0.08%
9,180
+7,890
123
$221K 0.08%
4,027
+1,927
124
$220K 0.08%
3,068
-998
125
$210K 0.08%
1,838
3 4
5
6 7