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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.25M
3
+$1.49M
4
ALC icon
Alcon
ALC
+$656K
5
TRMB icon
Trimble
TRMB
+$629K

Top Sells

1
+$1.64M
2
+$1.49M
3
+$1.19M
4
GPC icon
Genuine Parts
GPC
+$766K
5
AAPL icon
Apple
AAPL
+$662K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.31M 3.07%
106,253
-920
2
$7.72M 2.55%
59,681
+230
3
$7.64M 2.52%
136,416
-11,828
4
$7.36M 2.43%
369,520
+6,540
5
$6.73M 2.22%
122,136
-720
6
$6.42M 2.12%
51,591
+180
7
$6.31M 2.08%
105,154
-420
8
$5.76M 1.9%
108,035
-3,225
9
$5.47M 1.81%
187,779
-1,379
10
$5.41M 1.78%
304,700
+625
11
$5.27M 1.74%
117,350
+10,555
12
$5.27M 1.74%
106,727
+6,815
13
$5.22M 1.72%
112,707
+2,255
14
$5.04M 1.66%
32,208
-200
15
$4.8M 1.58%
65,295
+7,975
16
$4.7M 1.55%
24,891
-462
17
$4.55M 1.5%
255,410
+12,380
18
$4.53M 1.5%
94,300
+50
19
$4.3M 1.42%
55,042
-7,486
20
$3.79M 1.25%
47,204
21
$3.6M 1.19%
167,688
-14,475
22
$3.55M 1.17%
+120,885
23
$3.53M 1.16%
25,720
+3,300
24
$3.52M 1.16%
25,578
+2,667
25
$3.49M 1.15%
26,855
1
2 3 4 5