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
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.1M
3
+$1.43M
4
NSP icon
Insperity
NSP
+$976K
5
CBU icon
Community Bank
CBU
+$687K

Top Sells

1
+$1.66M
2
+$1.55M
3
+$847K
4
WLY icon
John Wiley & Sons Class A
WLY
+$676K
5
WEC icon
WEC Energy
WEC
+$665K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.1%
9,432
127
$235K 0.1%
4,364
+280
128
$215K 0.09%
4,800
-1,200
129
$195K 0.08%
19,877
-3,584
130
$142K 0.06%
6,000
131
– –
-2,107
132
– –
-200
133
– –
-200
134
– –
-1,511
135
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-1,500
136
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0
137
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-665
138
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-1,400
139
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-260
140
– –
-1,200
141
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-567
142
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-1,460
143
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-190
144
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-450
145
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-280
146
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-1,200
147
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-266
148
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-4,042
149
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-1,800
150
– –
-142
4 5
6
7 8