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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$127K 0.05%
628
+128
152
$126K 0.05%
3,456
153
$126K 0.05%
8,066
154
$126K 0.05%
10,971
155
$124K 0.05%
1,962
156
$118K 0.04%
550
157
$118K 0.04%
245
158
$117K 0.04%
451
159
$116K 0.04%
4,096
-800
160
$114K 0.04%
633
161
$113K 0.04%
380
162
$113K 0.04%
650
163
$113K 0.04%
500
164
$112K 0.04%
1,260
165
$112K 0.04%
3,200
166
$110K 0.04%
504
167
$109K 0.04%
1,183
168
$104K 0.04%
1,375
-61
169
$100K 0.04%
1,500
170
$96.4K 0.04%
6,653
171
$95.6K 0.04%
300
172
$91.4K 0.03%
3,593
173
$91.3K 0.03%
162
+9
174
$91.2K 0.03%
1,189
-660
175
$90.1K 0.03%
680
5 6
7
8 9