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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.46M
4
VOD icon
Vodafone
VOD
+$969K
5
TU icon
Telus
TU
+$890K

Top Sells

1
+$4.19M
2
+$3.09M
3
+$2.61M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66K 0.03%
+461
177
$66K 0.03%
1,749
-7,350
178
$66K 0.03%
1,200
179
$64K 0.03%
1,200
180
$64K 0.03%
449
+400
181
$63K 0.03%
425
-940
182
$63K 0.03%
4,271
183
$62K 0.03%
1,335
-990
184
$61K 0.03%
1,800
-300
185
$61K 0.03%
250
-50
186
$61K 0.03%
+1,200
187
$59K 0.03%
+500
188
$58K 0.03%
1,232
-656
189
$56K 0.03%
3,200
190
$56K 0.03%
858
+390
191
$55K 0.03%
950
192
$54K 0.03%
1,740
193
$53K 0.03%
1,527
194
$53K 0.03%
1,726
-285
195
$53K 0.03%
350
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196
$52K 0.02%
1,500
197
$51K 0.02%
504
198
$51K 0.02%
+616
199
$50K 0.02%
+300
200
$50K 0.02%
1,400
6 7
8
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