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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.09%
2,800
+120
127
$245K 0.09%
215
128
$245K 0.09%
1,480
129
$241K 0.09%
662
130
$230K 0.08%
+2,595
131
$228K 0.08%
22,000
132
$225K 0.08%
1,767
+63
133
$224K 0.08%
905
134
$216K 0.08%
3,165
+200
135
$216K 0.08%
4,021
+160
136
$213K 0.08%
1,400
137
$207K 0.07%
4,500
138
$205K 0.07%
790
139
$201K 0.07%
1,023
140
$195K 0.07%
2,340
141
$194K 0.07%
1,090
+295
142
$194K 0.07%
1,596
-65
143
$191K 0.07%
4,640
-492
144
$189K 0.07%
1,404
-17
145
$189K 0.07%
2,000
146
$188K 0.07%
687
-10
147
$182K 0.07%
875
-508
148
$182K 0.07%
3,395
-4,985
149
$175K 0.06%
1,000
150
$174K 0.06%
+2,794
4 5
6
7 8