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
$212M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.5M
3
+$1.44M
4
GPC icon
Genuine Parts
GPC
+$1.27M
5
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.16M

Top Sells

1
+$3.79M
2
+$2.56M
3
+$1.66M
4
DD
Du Pont De Nemours E I
DD
+$1.4M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.24M

Sector Composition

1 Technology 18.18%
2 Healthcare 14.38%
3 Industrials 13.18%
4 Consumer Staples 11.74%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.26M 4.36%
310,400
-15,804
2
$6.15M 2.9%
99,174
-1,277
3
$6.11M 2.88%
208,119
+27,550
4
$5.96M 2.81%
141,454
-6,180
5
$5.68M 2.68%
56,516
-1,798
6
$5.17M 2.44%
99,424
+12,847
7
$5.17M 2.44%
58,780
-454
8
$4.94M 2.33%
142,574
+7,378
9
$4.51M 2.13%
119,751
-555
10
$4.22M 1.99%
46,833
+14,102
11
$4.14M 1.95%
75,349
+29,832
12
$4.12M 1.94%
44,683
-1,795
13
$4.03M 1.9%
154,242
+8,680
14
$3.65M 1.72%
121,276
+20,590
15
$3.65M 1.72%
105,123
+4,910
16
$3.6M 1.7%
214,848
+3,240
17
$3.53M 1.67%
71,376
-390
18
$3.53M 1.67%
26,715
-646
19
$3.28M 1.55%
141,512
+1,995
20
$3.24M 1.53%
33,104
-1,335
21
$3.15M 1.48%
27,060
-1,580
22
$3.09M 1.46%
172,877
+19,130
23
$2.99M 1.41%
39,091
-9,063
24
$2.98M 1.4%
58,678
-3,360
25
$2.94M 1.39%
142,970
+48,525
1
2 3 4 5