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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$997K
3
+$662K
4
NEM icon
Newmont
NEM
+$457K
5
DOW icon
Dow Inc
DOW
+$447K

Top Sells

1
+$3.03M
2
+$982K
3
+$967K
4
CSCO icon
Cisco
CSCO
+$925K
5
AAPL icon
Apple
AAPL
+$863K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$53K 0.02%
381
202
$52K 0.02%
950
-300
203
$52K 0.02%
2,000
204
$50K 0.02%
517
205
$49K 0.02%
775
-200
206
$49K 0.02%
860
+568
207
$49K 0.02%
425
208
$47K 0.02%
350
-200
209
$46K 0.02%
500
210
$45K 0.02%
600
211
$44K 0.02%
1,461
212
$43K 0.02%
551
213
$43K 0.02%
17,000
+3,000
214
$42K 0.02%
888
215
$42K 0.02%
+1,666
216
$42K 0.02%
763
-100
217
$41K 0.01%
832
+810
218
$40K 0.01%
+751
219
$40K 0.01%
1,015
220
$40K 0.01%
831
221
$39K 0.01%
750
222
$39K 0.01%
+400
223
$39K 0.01%
+200
224
$39K 0.01%
468
-135
225
$36K 0.01%
+127
7 8
9
10 11