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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$1.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.33M
5
OGN icon
Organon & Co
OGN
+$1.16M

Top Sells

1
+$1.12M
2
+$560K
3
+$432K
4
CL icon
Colgate-Palmolive
CL
+$387K
5
SFM icon
Sprouts Farmers Market
SFM
+$376K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.12%
1,166
102
$288K 0.12%
962
-175
103
$286K 0.12%
6,885
+1
104
$282K 0.12%
215
105
$276K 0.11%
703
106
$276K 0.11%
983
107
$275K 0.11%
2,106
+101
108
$267K 0.11%
4,180
-150
109
$266K 0.11%
720
110
$263K 0.11%
3,140
-717
111
$254K 0.1%
4,848
+123
112
$235K 0.1%
1,260
113
$224K 0.09%
1,054
+165
114
$220K 0.09%
5,150
+3,650
115
$218K 0.09%
1,066
-50
116
$217K 0.09%
788
117
$215K 0.09%
1,960
118
$208K 0.09%
630
119
$207K 0.09%
1,000
120
$204K 0.08%
1,176
121
$185K 0.08%
1,552
-200
122
$183K 0.08%
1,021
-100
123
$183K 0.08%
1,052
124
$180K 0.07%
725
125
$179K 0.07%
670
3 4
5
6 7