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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$792K
3
+$684K
4
FSLR icon
First Solar
FSLR
+$656K
5
DGX icon
Quest Diagnostics
DGX
+$537K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.29M
4
MSEX icon
Middlesex Water
MSEX
+$799K
5
PG icon
Procter & Gamble
PG
+$622K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.83M 3.36%
327,616
+16,364
2
$6.99M 3%
57,599
+275
3
$6.45M 2.77%
224,888
+1,515
4
$6.39M 2.75%
119,894
-1,660
5
$6.39M 2.74%
87,765
+905
6
$5.84M 2.51%
103,908
-9,410
7
$5.82M 2.5%
111,522
+720
8
$5.29M 2.27%
57,560
-344
9
$5.18M 2.22%
51,155
+225
10
$5.07M 2.18%
76,844
-7,910
11
$4.44M 1.9%
205,417
+2,760
12
$4.41M 1.89%
94,205
+14,605
13
$4.39M 1.88%
103,643
+6,730
14
$4.08M 1.75%
86,842
+1,905
15
$3.97M 1.7%
146,007
-420
16
$3.96M 1.7%
99,682
+800
17
$3.89M 1.67%
37,379
-325
18
$3.78M 1.62%
24,780
-162
19
$3.73M 1.6%
231,606
+5,010
20
$3.72M 1.6%
75,936
+915
21
$3.68M 1.58%
25,151
-65
22
$3.58M 1.54%
42,925
+5,654
23
$3.43M 1.47%
30,770
-725
24
$3.39M 1.45%
144,761
+1,500
25
$3.3M 1.42%
38,950
-7,348
1
2 3 4 5