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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$188K 0.07%
876
127
$184K 0.07%
1,000
128
$181K 0.07%
724
+9
129
$181K 0.07%
8,000
-5,000
130
$175K 0.07%
859
131
$163K 0.06%
1,628
-42
132
$163K 0.06%
1,015
133
$160K 0.06%
751
134
$158K 0.06%
1,727
135
$154K 0.06%
365
-135
136
$152K 0.06%
4,470
137
$151K 0.06%
404
138
$145K 0.05%
1,580
-1,822
139
$144K 0.05%
308
+8
140
$144K 0.05%
1,466
141
$144K 0.05%
7,517
-737
142
$142K 0.05%
542
143
$139K 0.05%
3,339
-841
144
$138K 0.05%
1,252
+18
145
$136K 0.05%
5,350
146
$134K 0.05%
+783
147
$132K 0.05%
650
148
$132K 0.05%
1,802
+37
149
$132K 0.05%
843
150
$128K 0.05%
3,300
4 5
6
7 8