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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.12%
1,575
102
$260K 0.12%
4,133
103
$259K 0.12%
9,000
-1,350
104
$244K 0.12%
4,048
-272
105
$236K 0.11%
2,543
+88
106
$231K 0.11%
3,896
+136
107
$229K 0.11%
16,000
+2,839
108
$226K 0.11%
2,736
-2,301
109
$224K 0.11%
6,533
-378
110
$222K 0.11%
5,855
-5,433
111
$215K 0.1%
1,440
-45
112
$210K 0.1%
2,247
-1,100
113
$206K 0.1%
2,076
-66
114
$205K 0.1%
1,550
115
$201K 0.1%
2,060
+800
116
$188K 0.09%
2,251
117
$185K 0.09%
927
-665
118
$184K 0.09%
9,180
119
$180K 0.09%
2,807
120
$178K 0.08%
625
+32
121
$177K 0.08%
1,387
122
$174K 0.08%
3,000
123
$166K 0.08%
1,847
-4,459
124
$162K 0.08%
+850
125
$154K 0.07%
662
+32
3 4
5
6 7