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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$145K 0.05%
43,000
+27,000
152
$139K 0.05%
1,670
153
$134K 0.05%
2,688
154
$131K 0.05%
1,861
+161
155
$130K 0.05%
1,971
-817
156
$130K 0.05%
2,722
-92
157
$129K 0.05%
+630
158
$128K 0.05%
8,750
159
$121K 0.04%
775
160
$120K 0.04%
+944
161
$119K 0.04%
4,271
162
$115K 0.04%
1,001
163
$111K 0.04%
4,461
-486
164
$110K 0.04%
550
165
$108K 0.04%
60,000
-10,000
166
$107K 0.04%
2,500
167
$100K 0.04%
1,000
168
$95K 0.03%
3,972
-354
169
$93K 0.03%
800
170
$91K 0.03%
2,100
171
$87K 0.03%
1,058
+931
172
$85K 0.03%
287
-50
173
$84K 0.03%
87,150
-52,850
174
$84K 0.03%
+1,333
175
$83K 0.03%
612
5 6
7
8 9