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
$193M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.44M
3
+$1.43M
4
UTHR icon
United Therapeutics
UTHR
+$1.27M
5
PG icon
Procter & Gamble
PG
+$1.17M

Top Sells

1
+$3.16M
2
+$1.78M
3
+$869K
4
NEOG icon
Neogen
NEOG
+$696K
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$595K

Sector Composition

1 Industrials 19.06%
2 Healthcare 17.22%
3 Technology 15.95%
4 Consumer Staples 13.47%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.52M 3.37%
339,976
+18,900
2
$6.08M 3.14%
61,902
+28,073
3
$5.6M 2.89%
156,062
-3,446
4
$5.35M 2.77%
92,815
-575
5
$5.23M 2.71%
106,891
-820
6
$5M 2.59%
115,490
-2,338
7
$4.85M 2.51%
71,504
-547
8
$4.36M 2.26%
95,452
-5,100
9
$3.98M 2.06%
48,949
-2,715
10
$3.96M 2.05%
98,945
+9,077
11
$3.83M 1.98%
39,369
+2,740
12
$3.71M 1.92%
165,625
+6,215
13
$3.59M 1.86%
199,750
+22,900
14
$3.47M 1.79%
48,886
-3,375
15
$3.43M 1.77%
42,570
+14,547
16
$3.43M 1.77%
44,132
+750
17
$3.31M 1.71%
49,580
+4,990
18
$3.23M 1.67%
49,180
-500
19
$3.2M 1.66%
28,251
+12,579
20
$3.1M 1.6%
78,176
+6,590
21
$3.08M 1.59%
90,059
-746
22
$2.92M 1.51%
61,457
-406
23
$2.87M 1.48%
27,158
-5,635
24
$2.85M 1.47%
109,856
-33,483
25
$2.72M 1.41%
42,663
-49,639
1
2 3 4 5