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
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 3.97%
83,165
-2,621
2
$9.99M 3.59%
157,491
-25,375
3
$7.79M 2.8%
128,996
+128,546
4
$7.11M 2.56%
359,220
-5,930
5
$6.83M 2.45%
88,280
-1,585
6
$6.73M 2.42%
408,384
-109,630
7
$6.46M 2.32%
+119,429
8
$5.58M 2.01%
94,991
-1,180
9
$5.53M 1.99%
113,829
+4,371
10
$5.03M 1.81%
58,768
-2,320
11
$4.99M 1.79%
95,285
-5,800
12
$4.83M 1.73%
271,096
+41,830
13
$4.54M 1.63%
101,479
+32,588
14
$4.52M 1.62%
47,265
-1,019
15
$4.29M 1.54%
155,717
+3,825
16
$4.14M 1.49%
205,912
+144,882
17
$4.07M 1.46%
18,848
-2,918
18
$4.02M 1.44%
25,516
-2,095
19
$3.54M 1.27%
20,105
-21
20
$3.46M 1.24%
24,862
-57
21
$3.41M 1.22%
134,023
+35,885
22
$3.35M 1.2%
110,873
-850
23
$3.29M 1.18%
14,792
-195
24
$3.26M 1.17%
91,226
+21,221
25
$3.23M 1.16%
13,212
-264
1
2 3 4 5