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
176
$129K 0.04%
+1,933
177
$129K 0.04%
+2,848
178
$127K 0.04%
+3,000
179
$126K 0.04%
+690
180
$124K 0.04%
+1,270
181
$122K 0.04%
+3,595
182
$121K 0.04%
+810
183
$120K 0.04%
+504
184
$116K 0.04%
+3,525
185
$116K 0.04%
+6,324
186
$115K 0.04%
+616
187
$114K 0.04%
+2,000
188
$111K 0.04%
+508
189
$110K 0.04%
+2,345
190
$108K 0.04%
+791
191
$106K 0.04%
+504
192
$106K 0.04%
+4,370
193
$105K 0.04%
+6,710
194
$105K 0.04%
+6,087
195
$104K 0.04%
+3,428
196
$104K 0.04%
+547
197
$104K 0.04%
+4,125
198
$103K 0.04%
+1,075
199
$103K 0.04%
+250
200
$102K 0.03%
+1,900
6 7
8
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