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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$102K 0.05%
3,548
-3,550
152
$99K 0.05%
4,280
-1,450
153
$98K 0.05%
2,966
+857
154
$95K 0.05%
6,045
155
$94K 0.04%
6,275
+4,000
156
$93K 0.04%
+1,175
157
$91K 0.04%
2,945
-32,127
158
$89K 0.04%
872
-47
159
$89K 0.04%
+2,170
160
$86K 0.04%
270
+98
161
$84K 0.04%
628
-3,640
162
$83K 0.04%
4,896
-685
163
$80K 0.04%
+550
164
$79K 0.04%
1,250
-1,250
165
$77K 0.04%
675
-201
166
$75K 0.04%
1,575
-2,067
167
$75K 0.04%
+1,570
168
$75K 0.04%
2,008
-3,750
169
$74K 0.04%
1,101
+326
170
$72K 0.03%
471
171
$71K 0.03%
300
172
$70K 0.03%
4,298
173
$69K 0.03%
287
+207
174
$68K 0.03%
590
175
$67K 0.03%
800
5 6
7
8 9