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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.7K 0.03%
216
202
$67.4K 0.03%
250
203
$66K 0.02%
847
-250
204
$65.4K 0.02%
900
205
$65.4K 0.02%
1,000
206
$65.2K 0.02%
700
207
$64K 0.02%
472
-30
208
$63.5K 0.02%
551
209
$61.2K 0.02%
150
210
$61K 0.02%
7,380
211
$59.4K 0.02%
370
212
$59.4K 0.02%
1,000
-1,000
213
$59.3K 0.02%
133
214
$59.1K 0.02%
500
215
$58.8K 0.02%
546
+22
216
$58.3K 0.02%
254
217
$57.3K 0.02%
490
-195
218
$56.8K 0.02%
1,200
219
$56.8K 0.02%
850
-30,864
220
$56K 0.02%
320
221
$55K 0.02%
507
222
$54.5K 0.02%
1,015
-210
223
$53.6K 0.02%
2,150
-260
224
$53.5K 0.02%
100
225
$53.4K 0.02%
500
7 8
9
10 11