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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$92.5K 0.03%
300
177
$91.5K 0.03%
1,275
-7
178
$91.1K 0.03%
534
179
$90.8K 0.03%
543
-300
180
$90.6K 0.03%
3,593
181
$89.7K 0.03%
504
182
$88.6K 0.03%
3,200
-151
183
$88.3K 0.03%
6,428
184
$88.2K 0.03%
1,052
185
$88.1K 0.03%
428
+108
186
$86.9K 0.03%
365
187
$86K 0.03%
560
+41
188
$83.6K 0.03%
1,727
189
$82.9K 0.03%
694
-208
190
$81.4K 0.03%
700
191
$80.5K 0.03%
177
+27
192
$80.3K 0.03%
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193
$79.4K 0.03%
300
194
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500
195
$77.2K 0.03%
1,140
196
$75.7K 0.02%
1,118
197
$74.4K 0.02%
250
198
$74.2K 0.02%
146
199
$73.2K 0.02%
1,010
200
$71.9K 0.02%
218
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