CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$57K 0.02%
500
202
$55K 0.02%
950
203
$55K 0.02%
800
204
$55K 0.02%
3,700
205
$55K 0.02%
153
206
$54K 0.02%
600
207
$54K 0.02%
17,000
208
$53K 0.02%
2,000
209
$52K 0.02%
412
-200
210
$51K 0.02%
300
211
$50K 0.02%
1,099
-513
212
$50K 0.02%
517
213
$49K 0.02%
+3,200
214
$49K 0.02%
425
215
$48K 0.02%
350
216
$47K 0.02%
381
217
$45K 0.01%
500
218
$43K 0.01%
1,460
-1
219
$43K 0.01%
1,666
220
$43K 0.01%
2,200
221
$42K 0.01%
751
222
$42K 0.01%
831
223
$42K 0.01%
551
224
$41K 0.01%
468
225
$41K 0.01%
1,485
+685
7 8
9
10 11