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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.12%
8,066
102
$315K 0.11%
1,513
-461
103
$312K 0.11%
4,048
104
$310K 0.11%
5,648
-235
105
$305K 0.11%
+1,203
106
$301K 0.11%
2,500
+272
107
$301K 0.11%
7,550
108
$298K 0.11%
13,176
-3,000
109
$297K 0.11%
2,251
110
$295K 0.11%
5,900
111
$289K 0.1%
+4,685
112
$289K 0.1%
920
+70
113
$288K 0.1%
2,690
-1,100
114
$277K 0.1%
9,180
115
$270K 0.1%
6,077
-200
116
$270K 0.1%
716
+48
117
$263K 0.09%
1,636
-27
118
$262K 0.09%
3,005
-20
119
$261K 0.09%
20,000
-120
120
$259K 0.09%
2,364
-1,200
121
$258K 0.09%
19,200
+2,400
122
$258K 0.09%
1,102
+50
123
$256K 0.09%
+2,155
124
$255K 0.09%
8,118
125
$246K 0.09%
1,750
+50
3 4
5
6 7