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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$170K 0.06%
8,200
-23,025
152
$169K 0.06%
+4,896
153
$168K 0.06%
+987
154
$168K 0.06%
+3,945
155
$167K 0.06%
+2,031
156
$166K 0.06%
+725
157
$165K 0.06%
+996
158
$165K 0.06%
+2,200
159
$162K 0.06%
+1,380
160
$162K 0.06%
+4,298
161
$159K 0.05%
2,305
-2,125
162
$157K 0.05%
+1,065
163
$156K 0.05%
+1,335
164
$154K 0.05%
+1,304
165
$151K 0.05%
320
-311
166
$150K 0.05%
+15,000
167
$150K 0.05%
+566
168
$149K 0.05%
+1,670
169
$147K 0.05%
+3,123
170
$145K 0.05%
+1,697
171
$140K 0.05%
+384
172
$139K 0.05%
+700
173
$137K 0.05%
+1,400
174
$132K 0.04%
+3,456
175
$132K 0.04%
+483
5 6
7
8 9