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
$237M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$1.25M
3 +$1.16M
4
HTO
H2O America
HTO
+$596K
5
GSK icon
GSK
GSK
+$211K

Top Sells

1 +$1.44M
2 +$1.16M
3 +$717K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$616K
5
HR icon
Healthcare Realty
HR
+$519K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$70.4K 0.03%
85
202
$70K 0.03%
1,300
203
$69.1K 0.03%
1,200
-746
204
$68.6K 0.03%
1,768
205
$68.6K 0.03%
600
206
$68.2K 0.03%
300
207
$67.8K 0.03%
755
208
$66K 0.03%
300
209
$65.6K 0.03%
810
210
$64.1K 0.03%
443
211
$62.8K 0.03%
500
212
$62.8K 0.03%
400
213
$61.7K 0.03%
507
214
$60.9K 0.03%
1,400
215
$60.7K 0.03%
7,380
216
$59.7K 0.03%
250
217
$59.3K 0.03%
551
218
$58.6K 0.02%
133
219
$58.6K 0.02%
610
220
$57.9K 0.02%
534
+4
221
$56.8K 0.02%
400
222
$56.8K 0.02%
75
223
$56.7K 0.02%
3,885
-75
224
$55.8K 0.02%
254
225
$55.4K 0.02%
900