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
$187M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.81M
3
+$1.35M
4
CTWS
Connecticut Water Service Inc
CTWS
+$781K
5
AAPL icon
Apple
AAPL
+$610K

Top Sells

1
+$7.62M
2
+$2.65M
3
+$1.96M
4
CAJ
Canon, Inc.
CAJ
+$1.71M
5
MMM icon
3M
MMM
+$1.46M

Sector Composition

1 Industrials 19.29%
2 Technology 16.65%
3 Healthcare 14.91%
4 Consumer Staples 13.4%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.43M 3.44%
321,076
+30,436
2
$5.7M 3.05%
92,302
-123,580
3
$5.5M 2.94%
159,508
4
$5.16M 2.76%
93,390
5
$5.11M 2.74%
72,051
6
$5.09M 2.72%
107,711
-2,000
7
$4.81M 2.57%
117,828
-2,784
8
$4.56M 2.44%
100,552
-100
9
$4.34M 2.33%
51,664
-1,621
10
$3.94M 2.11%
52,261
-200
11
$3.79M 2.03%
36,629
-74
12
$3.58M 1.91%
159,410
+14,730
13
$3.4M 1.82%
89,868
+9,094
14
$3.37M 1.8%
49,680
-200
15
$3.31M 1.77%
43,382
-75
16
$3.22M 1.73%
90,805
+21,994
17
$3.17M 1.7%
71,586
+7,715
18
$3.13M 1.67%
44,590
19
$3.1M 1.66%
33,829
-28,985
20
$3.04M 1.63%
+176,850
21
$3.04M 1.63%
61,863
-2,179
22
$2.81M 1.51%
143,339
+68,991
23
$2.71M 1.45%
46,910
-150
24
$2.58M 1.38%
62,507
25
$2.57M 1.38%
57,666
-1,650
1
2 3 4 5