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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64K 0.03%
550
177
$61K 0.02%
438
-200
178
$60K 0.02%
1,200
179
$59K 0.02%
1,250
-1,405
180
$59K 0.02%
1,500
-500
181
$57K 0.02%
715
182
$57K 0.02%
800
183
$56K 0.02%
+16,000
184
$55K 0.02%
248
185
$54K 0.02%
975
186
$53K 0.02%
3,700
187
$53K 0.02%
500
188
$52K 0.02%
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189
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190
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191
$49K 0.02%
551
192
$49K 0.02%
750
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193
$48K 0.02%
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194
$48K 0.02%
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195
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196
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500
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197
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603
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198
$44K 0.02%
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199
$43K 0.02%
600
200
$43K 0.02%
564
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