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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$244K 0.08%
9,180
127
$242K 0.08%
3,622
+1,247
128
$240K 0.08%
1,550
129
$237K 0.08%
5,386
-4,710
130
$233K 0.08%
+153
131
$232K 0.08%
1,531
132
$220K 0.07%
14,061
133
$219K 0.07%
2,251
+2,000
134
$219K 0.07%
16,100
135
$216K 0.07%
3,001
-67
136
$211K 0.07%
4,027
137
$210K 0.07%
3,440
-2,700
138
$207K 0.07%
2,754
-7
139
$206K 0.07%
716
140
$199K 0.07%
1,370
-214
141
$197K 0.07%
1,387
142
$192K 0.06%
1,700
143
$185K 0.06%
16,100
-3,500
144
$182K 0.06%
5,730
-1,890
145
$182K 0.06%
5,295
-1,000
146
$180K 0.06%
2,635
+135
147
$177K 0.06%
1,712
-126
148
$176K 0.06%
2,000
149
$174K 0.06%
1,861
150
$169K 0.06%
1,535
-156
4 5
6
7 8