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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.03%
+20,000
177
$79K 0.03%
+1,130
178
$79K 0.03%
+1,527
179
$79K 0.03%
1,400
-2,800
180
$77K 0.03%
990
181
$77K 0.03%
885
-150
182
$76K 0.03%
4,400
183
$76K 0.03%
2,109
+1,072
184
$72K 0.03%
1,200
185
$72K 0.03%
1,200
186
$71K 0.03%
535
187
$70K 0.03%
150
188
$70K 0.03%
1,500
189
$69K 0.02%
+983
190
$68K 0.02%
1,612
+983
191
$68K 0.02%
300
-300
192
$59K 0.02%
1,500
193
$57K 0.02%
3,700
194
$56K 0.02%
800
195
$56K 0.02%
1,600
196
$56K 0.02%
+153
197
$56K 0.02%
248
198
$55K 0.02%
+300
199
$54K 0.02%
500
200
$53K 0.02%
715
6 7
8
9 10