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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$182K 0.08%
4,042
127
$177K 0.08%
2,856
128
$175K 0.08%
4,800
-1,500
129
$171K 0.07%
9,360
-500
130
$159K 0.07%
6,500
+700
131
$155K 0.07%
2,125
-5
132
$153K 0.07%
+6,000
133
$151K 0.06%
2,600
+200
134
$147K 0.06%
1,866
135
$144K 0.06%
2,362
136
$137K 0.06%
+2,455
137
$136K 0.06%
1,032
-498
138
$131K 0.06%
3,194
139
$127K 0.05%
1,962
-19,860
140
$125K 0.05%
1,700
141
$125K 0.05%
+898
142
$119K 0.05%
4,950
+700
143
$118K 0.05%
500
144
$112K 0.05%
1,416
145
$110K 0.05%
+1,230
146
$110K 0.05%
2,000
147
$108K 0.05%
7,596
-5,035
148
$107K 0.05%
4,230
-1,240
149
$102K 0.04%
1,888
-800
150
$92K 0.04%
2,450
4 5
6
7 8