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
151
– –
0
152
– –
-170
153
– –
-710
154
– –
-4,125
155
– –
-616
156
– –
-2,875
157
– –
-1,650
158
– –
-600
159
– –
-475
160
– –
-1,250
161
– –
-63
162
– –
-50
163
– –
-250
164
– –
-240
165
– –
-98
166
– –
-1,900
167
– –
-271
168
– –
0
169
– –
-50
170
– –
-331
171
– –
-381
172
– –
-1,500
173
– –
-49
174
– –
-661
175
– –
-2,200
5 6
7
8 9