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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.53M
3
+$1.55M
4
STAG icon
STAG Industrial
STAG
+$1.18M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.01M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$699K
4
WLY icon
John Wiley & Sons Class A
WLY
+$661K
5
INTU icon
Intuit
INTU
+$584K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.09%
1,027
-75
127
$248K 0.09%
215
128
$243K 0.09%
3,234
+69
129
$238K 0.09%
17,800
-2,200
130
$234K 0.09%
15,000
-4,200
131
$234K 0.09%
1,765
-235
132
$229K 0.09%
1,430
-50
133
$226K 0.09%
641
-75
134
$225K 0.08%
662
135
$224K 0.08%
790
-115
136
$221K 0.08%
1,400
137
$219K 0.08%
1,000
138
$217K 0.08%
765
-25
139
$212K 0.08%
875
140
$207K 0.08%
2,995
-400
141
$204K 0.08%
1,023
142
$204K 0.08%
1,200
-780
143
$199K 0.07%
22,000
144
$185K 0.07%
+18,825
145
$156K 0.06%
15,000
+2,000
146
$149K 0.06%
30,000
147
$91K 0.03%
14,000
148
– –
-16
149
– –
-155
150
– –
-142
4 5
6
7 8