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
$241M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.46M
3
+$1.25M
4
HAIN icon
Hain Celestial
HAIN
+$1.09M
5
BIIB icon
Biogen
BIIB
+$855K

Top Sells

1
+$4.69M
2
+$1.12M
3
+$950K
4
ADP icon
Automatic Data Processing
ADP
+$789K
5
EDR
Education Realty Trust Inc
EDR
+$548K

Sector Composition

1 Healthcare 19.49%
2 Technology 17.16%
3 Financials 11.35%
4 Real Estate 10.24%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 4.64%
242,316
-2,888
2
$8.63M 3.57%
200,560
-3,868
3
$8.04M 3.33%
105,267
+154
4
$7.08M 2.93%
311,600
+9,595
5
$7.08M 2.93%
58,318
-952
6
$6.27M 2.6%
257,955
+60,170
7
$5.01M 2.07%
89,892
+1,529
8
$4.77M 1.98%
35,580
-5,880
9
$4.62M 1.91%
33,330
-492
10
$4.55M 1.88%
106,576
-125
11
$4.41M 1.83%
75,948
-3,910
12
$4.36M 1.81%
105,185
-13,210
13
$4.34M 1.8%
108,547
+11,625
14
$4.17M 1.73%
137,676
-3,466
15
$4.06M 1.68%
205,771
+7,140
16
$3.96M 1.64%
19,377
-1,241
17
$3.95M 1.64%
21,401
+485
18
$3.86M 1.6%
67,810
-4,645
19
$3.69M 1.53%
+83,415
20
$3.68M 1.52%
16,744
+285
21
$3.66M 1.51%
229,370
+78,115
22
$3.55M 1.47%
21,603
-60
23
$3.54M 1.47%
171,509
-8,546
24
$3.43M 1.42%
37,375
-55
25
$3.42M 1.42%
46,818
-3,658
1
2 3 4 5