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
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.1M
3
+$1.43M
4
NSP icon
Insperity
NSP
+$976K
5
CBU icon
Community Bank
CBU
+$687K

Top Sells

1
+$1.66M
2
+$1.55M
3
+$847K
4
WLY icon
John Wiley & Sons Class A
WLY
+$676K
5
WEC icon
WEC Energy
WEC
+$665K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 4.54%
291,580
-7,264
2
$8.28M 3.46%
62,405
-811
3
$7.45M 3.12%
111,338
+3,000
4
$7M 2.93%
222,908
+3,975
5
$5.63M 2.35%
55,500
-260
6
$5.3M 2.22%
77,945
+665
7
$5.1M 2.13%
34,979
-300
8
$5.03M 2.11%
88,523
-1,622
9
$4.98M 2.08%
171,265
+10,590
10
$4.72M 1.97%
207,336
-3,220
11
$4.7M 1.97%
96,284
-6,640
12
$4.28M 1.79%
24,181
-119
13
$4.15M 1.73%
137,910
+11,950
14
$4.14M 1.73%
115,187
+6,200
15
$4.13M 1.73%
72,176
-210
16
$4.04M 1.69%
138,825
-1,430
17
$4.03M 1.68%
+178,975
18
$3.83M 1.6%
71,880
-12,688
19
$3.79M 1.58%
28,505
-860
20
$3.78M 1.58%
45,347
-4,425
21
$3.78M 1.58%
213,996
-7,070
22
$3.73M 1.56%
42,854
-6,639
23
$3.73M 1.56%
47,886
+5,020
24
$3.71M 1.55%
20,953
+1,150
25
$3.66M 1.53%
51,833
+5,580
1
2 3 4 5