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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.08%
1,550
-150
127
$204K 0.07%
6,295
-4,350
128
$202K 0.07%
2,761
+7
129
$196K 0.07%
7,620
-8,820
130
$196K 0.07%
19,600
+3,600
131
$192K 0.07%
1,302
+864
132
$189K 0.07%
716
+51
133
$186K 0.07%
1,960
-300
134
$185K 0.07%
1,387
-100
135
$183K 0.07%
2,500
-300
136
$182K 0.07%
14,061
+561
137
$174K 0.06%
+2,000
138
$173K 0.06%
2,650
139
$173K 0.06%
1,861
+696
140
$171K 0.06%
1,700
141
$171K 0.06%
1,691
+156
142
$158K 0.06%
2,375
-1,000
143
$157K 0.06%
250
-160
144
$157K 0.06%
905
+799
145
$153K 0.06%
2,200
146
$152K 0.05%
35,000
+9,000
147
$150K 0.05%
4,500
148
$149K 0.05%
+177
149
$148K 0.05%
+4,731
150
$148K 0.05%
1,518
+393
4 5
6
7 8