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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.27M
3
+$1.29M
4
GSK icon
GSK
GSK
+$898K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$491K

Top Sells

1
+$2.3M
2
+$1.02M
3
+$975K
4
XRAY icon
Dentsply Sirona
XRAY
+$594K
5
HL icon
Hecla Mining
HL
+$592K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$102K 0.03%
+900
202
$101K 0.03%
+1,351
203
$99K 0.03%
+405
204
$99K 0.03%
+248
205
$98K 0.03%
+1,263
206
$98K 0.03%
+1,250
207
$97K 0.03%
+1,997
208
$97K 0.03%
+3,200
209
$96K 0.03%
+1,726
210
$96K 0.03%
10,000
-5,000
211
$94K 0.03%
+893
212
$94K 0.03%
+400
213
$91K 0.03%
+1,125
214
$88K 0.03%
+1,500
215
$86K 0.03%
+1,225
216
$85K 0.03%
+445
217
$84K 0.03%
+300
218
$82K 0.03%
+998
219
$78K 0.03%
+7,320
220
$78K 0.03%
+680
221
$77K 0.03%
+1,650
222
$76K 0.03%
+1,200
223
$75K 0.03%
+7,500
224
$75K 0.03%
+668
225
$75K 0.03%
+1,900
7 8
9
10 11