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
$245M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.8M
3
+$1.55M
4
NSP icon
Insperity
NSP
+$1.11M
5
HMSY
HMS Holdings Corp.
HMSY
+$863K

Top Sells

1
+$2.95M
2
+$1.38M
3
+$1.13M
4
TU icon
Telus
TU
+$587K
5
FSLR icon
First Solar
FSLR
+$570K

Sector Composition

1 Healthcare 18.95%
2 Technology 16.92%
3 Financials 12.23%
4 Industrials 12.03%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 4.39%
279,364
-12,216
2
$8.7M 3.55%
108,613
-2,725
3
$8.15M 3.32%
62,689
+284
4
$7.6M 3.1%
225,888
+2,980
5
$5.91M 2.41%
54,050
-1,450
6
$5.44M 2.22%
250,035
+71,060
7
$5.2M 2.12%
88,083
-440
8
$5.15M 2.1%
34,804
-175
9
$5.14M 2.1%
78,940
+995
10
$5.11M 2.08%
179,480
+8,215
11
$4.97M 2.03%
203,986
-3,350
12
$4.9M 2%
95,434
-850
13
$4.83M 1.97%
147,320
+9,410
14
$4.76M 1.94%
114,415
-772
15
$4.41M 1.8%
140,575
+1,750
16
$4.25M 1.73%
70,976
-1,200
17
$4.2M 1.71%
23,912
-269
18
$3.89M 1.59%
42,801
-53
19
$3.87M 1.58%
47,762
-4,071
20
$3.81M 1.56%
39,852
-5,495
21
$3.8M 1.55%
20,401
-552
22
$3.78M 1.54%
157,186
-1,090
23
$3.78M 1.54%
26,575
-1,930
24
$3.77M 1.54%
46,409
-1,477
25
$3.54M 1.44%
48,149
-945
1
2 3 4 5