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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41K 0.02%
1,461
-881
202
$41K 0.02%
863
203
$40K 0.02%
831
-303
204
$40K 0.02%
608
-585
205
$38K 0.02%
1,015
206
$38K 0.02%
534
207
$38K 0.02%
304
-65
208
$38K 0.02%
750
209
$37K 0.02%
1,800
210
$37K 0.02%
651
211
$37K 0.02%
+14,000
212
$36K 0.01%
5,000
213
$35K 0.01%
1,182
214
$34K 0.01%
1,037
215
$33K 0.01%
110
216
$33K 0.01%
2,275
217
$33K 0.01%
1,290
-450
218
$31K 0.01%
+600
219
$31K 0.01%
260
220
$30K 0.01%
2,500
-380
221
$28K 0.01%
265
222
$28K 0.01%
574
223
$27K 0.01%
760
224
$27K 0.01%
1,400
-800
225
$26K 0.01%
1,000
7 8
9
10 11