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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$153K 0.07%
3,861
-2,339
127
$148K 0.07%
215
+38
128
$148K 0.07%
1,550
+935
129
$147K 0.07%
1,670
130
$145K 0.07%
5,304
-982
131
$144K 0.07%
45,000
+16,000
132
$142K 0.07%
1,753
-1,325
133
$141K 0.07%
1,661
-200
134
$139K 0.07%
841
-11,550
135
$139K 0.07%
6,240
-5,750
136
$136K 0.06%
5,731
+1,000
137
$133K 0.06%
73,000
+53,000
138
$132K 0.06%
1,535
139
$132K 0.06%
20,000
140
$129K 0.06%
799
141
$128K 0.06%
2,211
-2,285
142
$117K 0.06%
2,434
-634
143
$116K 0.06%
1,971
144
$116K 0.06%
944
145
$114K 0.05%
940
-280
146
$113K 0.05%
3,300
-570
147
$111K 0.05%
1,270
-430
148
$109K 0.05%
1,000
149
$108K 0.05%
2,000
150
$102K 0.05%
690
+255
4 5
6
7 8