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
$208M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.17M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$988K
5
LPT
Liberty Property Trust
LPT
+$978K

Top Sells

1
+$1.11M
2
+$810K
3
+$596K
4
AAPL icon
Apple
AAPL
+$510K
5
ADBE icon
Adobe
ADBE
+$300K

Sector Composition

1 Industrials 17.51%
2 Technology 16.95%
3 Healthcare 16.76%
4 Consumer Staples 12.09%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.03M 3.86%
318,756
-20,244
2
$6.63M 3.19%
62,252
-1,333
3
$6.51M 3.13%
95,541
+74,628
4
$5.38M 2.59%
104,846
-1,462
5
$5.18M 2.49%
71,088
-615
6
$5.14M 2.47%
91,677
-425
7
$5.13M 2.46%
153,402
-1,944
8
$4.55M 2.18%
116,616
+17,515
9
$4.54M 2.18%
180,403
+14,778
10
$4.43M 2.13%
86,636
-2,116
11
$4.38M 2.1%
69,974
+18,060
12
$4.15M 1.99%
110,418
-2,062
13
$4.13M 1.98%
48,955
-1,380
14
$4.11M 1.98%
240,638
+39,888
15
$3.89M 1.87%
119,561
+29,502
16
$3.74M 1.8%
42,659
-1,473
17
$3.69M 1.77%
37,277
-792
18
$3.66M 1.76%
43,725
19
$3.27M 1.57%
27,629
-598
20
$3.27M 1.57%
25,148
-1,685
21
$3.22M 1.55%
109,964
+582
22
$3.07M 1.47%
61,326
-1,701
23
$3.02M 1.45%
74,326
-3,975
24
$3.01M 1.45%
48,971
+435
25
$2.92M 1.4%
86,757
-17,724
1
2 3 4 5