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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$119K 0.05%
775
-300
152
$114K 0.05%
1,001
+30
153
$114K 0.05%
4,947
-1,663
154
$108K 0.04%
4,271
155
$107K 0.04%
2,500
156
$106K 0.04%
+26,000
157
$105K 0.04%
2,100
-720
158
$103K 0.04%
+550
159
$102K 0.04%
1,125
+360
160
$94K 0.04%
1,000
161
$94K 0.04%
1,165
-200
162
$90K 0.04%
337
-282
163
$90K 0.04%
800
164
$87K 0.04%
2,100
-1,200
165
$83K 0.03%
612
-315
166
$83K 0.03%
1,035
+370
167
$79K 0.03%
4,400
168
$77K 0.03%
1,700
169
$75K 0.03%
990
170
$70K 0.03%
872
-210
171
$70K 0.03%
1,200
172
$68K 0.03%
1,500
173
$67K 0.03%
1,200
174
$65K 0.03%
535
-200
175
$64K 0.03%
150
5 6
7
8 9