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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.08%
2,260
-400
127
$196K 0.08%
2,754
-710
128
$195K 0.08%
1,700
129
$191K 0.08%
1,838
+347
130
$184K 0.07%
1,487
-240
131
$179K 0.07%
13,500
+6,000
132
$169K 0.07%
1,700
-400
133
$168K 0.07%
1,535
134
$167K 0.07%
2,788
-793
135
$163K 0.07%
2,650
-3,050
136
$163K 0.07%
2,200
137
$161K 0.07%
4,326
138
$161K 0.07%
665
139
$161K 0.07%
70,000
+43,300
140
$160K 0.06%
2,800
-146
141
$151K 0.06%
2,814
-3,635
142
$149K 0.06%
4,500
-752
143
$140K 0.06%
2,688
+800
144
$137K 0.06%
+16,000
145
$132K 0.05%
1,670
146
$131K 0.05%
+2
147
$126K 0.05%
600
-225
148
$124K 0.05%
8,750
-1,250
149
$123K 0.05%
9,325
-15,347
150
$121K 0.05%
140,000
-20,000
4 5
6
7 8