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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.58M
3
+$1.32M
4
CVS icon
CVS Health
CVS
+$1.28M
5
HAIN icon
Hain Celestial
HAIN
+$1.19M

Top Sells

1
+$2.49M
2
+$2.06M
3
+$1.46M
4
INTU icon
Intuit
INTU
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.16M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.26M 3.35%
113,193
+1,319
2
$8.17M 3.31%
58,417
-281
3
$7.87M 3.19%
165,688
-30,708
4
$7.68M 3.11%
422,225
+183,439
5
$6.57M 2.66%
126,896
+15,855
6
$6.31M 2.55%
116,808
-46,140
7
$6.3M 2.55%
108,040
+13,315
8
$6.01M 2.43%
121,225
+3,400
9
$5.69M 2.3%
302,570
+1,400
10
$5.19M 2.1%
230,598
-33,095
11
$5.15M 2.08%
49,453
+3,821
12
$5.07M 2.05%
114,583
+4,345
13
$5.02M 2.03%
195,932
-4,148
14
$4.84M 1.96%
64,208
-3,830
15
$4.72M 1.91%
254,720
+41,940
16
$4.69M 1.9%
32,663
-330
17
$4.64M 1.88%
97,590
-1,285
18
$4.51M 1.83%
26,240
+7,681
19
$4.45M 1.8%
192,238
+51,443
20
$4.03M 1.63%
58,809
+805
21
$3.88M 1.57%
22,325
-1,095
22
$3.87M 1.57%
20,380
-30
23
$3.69M 1.49%
23,113
-6,016
24
$3.65M 1.48%
141,201
-330
25
$3.54M 1.43%
54,521
+12,581
1
2 3 4 5