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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$611K
3
+$567K
4
SNY icon
Sanofi
SNY
+$463K
5
RWM icon
ProShares Short Russell2000
RWM
+$416K

Top Sells

1
+$1.46M
2
+$855K
3
+$849K
4
PG icon
Procter & Gamble
PG
+$461K
5
WLY icon
John Wiley & Sons Class A
WLY
+$438K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.13M 4.12%
315,172
-10,724
2
$6.86M 3.1%
227,098
+255
3
$6.74M 3.04%
58,503
+587
4
$6.56M 2.96%
109,368
+1,180
5
$5.96M 2.69%
57,995
+485
6
$5.3M 2.39%
113,604
-2,270
7
$5.18M 2.34%
95,058
-8,035
8
$4.79M 2.16%
85,823
-5,600
9
$4.79M 2.16%
50,102
-610
10
$4.71M 2.12%
98,727
-480
11
$4.56M 2.06%
72,955
-13,585
12
$4.52M 2.04%
36,929
-400
13
$4.44M 2%
140,723
-5,110
14
$3.94M 1.78%
207,596
+3,400
15
$3.87M 1.75%
73,066
-1,680
16
$3.7M 1.67%
24,779
-252
17
$3.58M 1.62%
90,732
-3,675
18
$3.54M 1.6%
222,266
-3,980
19
$3.48M 1.57%
84,860
-3,855
20
$3.46M 1.56%
30,220
-550
21
$3.37M 1.52%
75,784
-3,287
22
$3.32M 1.5%
39,459
-5,488
23
$3.16M 1.42%
24,650
-130
24
$3.12M 1.41%
54,966
+10,744
25
$3.06M 1.38%
57,272
-400
1
2 3 4 5