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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.53M
3
+$1.55M
4
STAG icon
STAG Industrial
STAG
+$1.18M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.01M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$699K
4
WLY icon
John Wiley & Sons Class A
WLY
+$661K
5
INTU icon
Intuit
INTU
+$584K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.79M 3.68%
80,187
-2,978
2
$7.97M 3%
85,402
-2,878
3
$7.94M 2.99%
430,694
+22,310
4
$7.93M 2.98%
148,561
+29,132
5
$7.92M 2.98%
141,878
+12,882
6
$7.82M 2.94%
139,453
-18,038
7
$7.15M 2.69%
358,583
-637
8
$6.67M 2.51%
246,049
+240,910
9
$6.59M 2.48%
147,660
+146,428
10
$6.37M 2.4%
128,766
+14,937
11
$6.24M 2.35%
101,816
+6,825
12
$5.66M 2.13%
212,524
+6,612
13
$5.38M 2.02%
84,338
-10,947
14
$5.27M 1.98%
298,401
+27,305
15
$5.11M 1.92%
98,807
-2,672
16
$4.99M 1.88%
17,581
-1,267
17
$4.57M 1.72%
57,908
-860
18
$4.47M 1.68%
132,910
+35,092
19
$4.26M 1.6%
154,584
-1,133
20
$4.12M 1.55%
86,027
-5,199
21
$4.05M 1.52%
147,346
+13,323
22
$4.03M 1.51%
24,488
-1,028
23
$3.82M 1.44%
42,803
-4,462
24
$3.71M 1.39%
13,254
+42
25
$3.6M 1.35%
19,100
-1,005
1
2 3 4 5