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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$33K 0.01%
2,000
202
$33K 0.01%
155
203
$32K 0.01%
280
+40
204
$31K 0.01%
135
205
$31K 0.01%
1,200
206
$30K 0.01%
500
207
$30K 0.01%
800
208
$30K 0.01%
815
209
$29K 0.01%
375
210
$29K 0.01%
219
211
$29K 0.01%
503
212
$28K 0.01%
200
213
$28K 0.01%
810
214
$28K 0.01%
816
215
$28K 0.01%
+276
216
$27K 0.01%
1,000
217
$27K 0.01%
196
+60
218
$26K 0.01%
600
219
$26K 0.01%
1,615
220
$26K 0.01%
397
221
$26K 0.01%
260
222
$26K 0.01%
230
223
$25K 0.01%
1,058
224
$25K 0.01%
+517
225
$24K 0.01%
800
7 8
9
10 11