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
176
$89.2K 0.03%
6,428
177
$88.7K 0.03%
+486
178
$88.6K 0.03%
500
179
$88.5K 0.03%
522
180
$88.2K 0.03%
365
181
$88.2K 0.03%
2,095
182
$88.2K 0.03%
443
183
$86.7K 0.03%
441
184
$85.6K 0.03%
2,745
185
$85.3K 0.03%
800
186
$81.8K 0.03%
1,200
187
$81.6K 0.03%
245
188
$79.8K 0.03%
300
189
$77.1K 0.03%
810
190
$76.8K 0.03%
3,500
-2,500
191
$76.7K 0.03%
75
192
$76.7K 0.03%
85
193
$76.1K 0.03%
970
-500
194
$74.9K 0.03%
1,300
195
$74K 0.03%
755
196
$73.7K 0.03%
+900
197
$72.7K 0.03%
+897
198
$70.3K 0.03%
1,190
-700
199
$69K 0.03%
207
200
$67.7K 0.03%
3,200
6 7
8
9 10