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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.53M
3
+$1.55M
4
STAG icon
STAG Industrial
STAG
+$1.18M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.01M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$699K
4
WLY icon
John Wiley & Sons Class A
WLY
+$661K
5
INTU icon
Intuit
INTU
+$584K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.12%
2,140
-140
102
$323K 0.12%
2,251
103
$311K 0.12%
6,077
104
$311K 0.12%
1,636
105
$306K 0.12%
4,048
106
$303K 0.11%
4,685
107
$300K 0.11%
1,363
-150
108
$294K 0.11%
920
109
$293K 0.11%
5,900
110
$292K 0.11%
2,200
-100
111
$286K 0.11%
4,430
-2,693
112
$283K 0.11%
2,364
113
$283K 0.11%
2,155
114
$280K 0.11%
2,590
-100
115
$279K 0.11%
8,250
-930
116
$278K 0.1%
5,278
-370
117
$263K 0.1%
8,926
-4,250
118
$263K 0.1%
4,021
119
$262K 0.1%
3,005
120
$261K 0.1%
1,717
-50
121
$259K 0.1%
2,500
-300
122
$259K 0.1%
4,640
123
$258K 0.1%
1,003
-200
124
$256K 0.1%
2,165
-1,110
125
$254K 0.1%
8,118
3 4
5
6 7