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
$237M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.99M
3
+$1.53M
4
SNY icon
Sanofi
SNY
+$1.43M
5
BIIB icon
Biogen
BIIB
+$1.3M

Top Sells

1
+$1.65M
2
+$1.25M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.02M
5
AAPL icon
Apple
AAPL
+$971K

Sector Composition

1 Healthcare 19.58%
2 Technology 17.64%
3 Financials 11.4%
4 Industrials 10.67%
5 Real Estate 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 4.34%
245,204
-23,152
2
$8.77M 3.7%
204,428
-20,775
3
$8.35M 3.52%
105,113
-1,440
4
$7.59M 3.21%
59,270
-1,582
5
$6.18M 2.61%
302,005
+28,355
6
$5.5M 2.32%
197,785
+12,670
7
$5.3M 2.24%
33,822
-975
8
$4.98M 2.1%
88,363
+180
9
$4.71M 1.99%
41,460
-8,980
10
$4.69M 1.98%
183,585
+26,830
11
$4.65M 1.97%
180,055
+17,605
12
$4.58M 1.93%
106,701
-2,965
13
$4.25M 1.79%
79,858
-13,466
14
$4.07M 1.72%
41,149
-6,142
15
$3.98M 1.68%
21,663
-1,417
16
$3.91M 1.65%
141,142
+632
17
$3.88M 1.64%
96,922
+35,570
18
$3.88M 1.64%
118,395
+13,090
19
$3.87M 1.64%
198,631
-1,250
20
$3.59M 1.52%
72,455
-9,685
21
$3.57M 1.51%
20,618
-4,959
22
$3.57M 1.51%
20,916
-320
23
$3.45M 1.46%
43,560
-826
24
$3.39M 1.43%
16,459
-185
25
$3.38M 1.43%
137,476
-17,870
1
2 3 4 5