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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$314K 0.12%
2,267
102
$313K 0.12%
13,000
103
$296K 0.11%
2,900
-568
104
$296K 0.11%
212
-3
105
$293K 0.11%
1,596
106
$286K 0.11%
6,935
-3,176
107
$283K 0.11%
9,129
108
$277K 0.1%
6,095
-600
109
$271K 0.1%
935
110
$271K 0.1%
6,925
+125
111
$269K 0.1%
3,000
112
$264K 0.1%
3,600
+3,000
113
$255K 0.1%
2,460
114
$252K 0.09%
977
+15
115
$244K 0.09%
3,620
-980
116
$239K 0.09%
1,673
-450
117
$237K 0.09%
1,060
118
$232K 0.09%
397
119
$219K 0.08%
1,552
120
$215K 0.08%
952
121
$215K 0.08%
950
122
$208K 0.08%
695
-30
123
$206K 0.08%
642
+12
124
$202K 0.08%
835
125
$196K 0.07%
808
3 4
5
6 7