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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$371K 0.12%
4,835
+4,120
102
$371K 0.12%
6,816
103
$365K 0.12%
7,238
-879
104
$360K 0.12%
5,096
105
$360K 0.12%
9,099
-4,770
106
$357K 0.12%
3,013
107
$352K 0.12%
6,947
+395
108
$348K 0.11%
9,000
109
$342K 0.11%
4,133
110
$340K 0.11%
2,100
-200
111
$323K 0.11%
3,760
+2,702
112
$323K 0.11%
2,169
113
$323K 0.11%
1,446
-14
114
$298K 0.1%
6,692
115
$296K 0.1%
3,070
116
$289K 0.1%
13,685
-70,645
117
$283K 0.09%
1,575
118
$280K 0.09%
12,129
119
$276K 0.09%
2,585
+1,700
120
$275K 0.09%
8,066
121
$272K 0.09%
15,000
122
$269K 0.09%
3,078
-289
123
$264K 0.09%
9,570
124
$254K 0.08%
+9,068
125
$252K 0.08%
4,320
-1,048
3 4
5
6 7