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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.26M
3
+$1.64M
4
ADP icon
Automatic Data Processing
ADP
+$1.08M
5
CSCO icon
Cisco
CSCO
+$984K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.15M
4
DOC icon
Healthpeak Properties
DOC
+$871K
5
UL icon
Unilever
UL
+$496K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 7.6%
96,584
+10,713
2
$10M 3.74%
119,650
-13,737
3
$9.32M 3.48%
169,513
-9,021
4
$8.11M 3.03%
210,564
-1,878
5
$7.61M 2.84%
58,901
+1,419
6
$7.51M 2.81%
383,302
-44,455
7
$6.56M 2.45%
120,949
+5,460
8
$5.93M 2.21%
200,249
-7,979
9
$5.88M 2.2%
26,084
-950
10
$5.76M 2.15%
349,638
+2,755
11
$5.76M 2.15%
445,140
-36,312
12
$5.74M 2.14%
12,845
-155
13
$5.35M 2%
215,920
-1,554
14
$5.17M 1.93%
20,114
+19,653
15
$5.15M 1.92%
580,140
-43,649
16
$5.08M 1.9%
106,956
+20,710
17
$5.02M 1.88%
35,170
-892
18
$4.9M 1.83%
170,007
+1,087
19
$4.85M 1.81%
320,296
-11,105
20
$4.57M 1.71%
19,151
+4,532
21
$4.35M 1.62%
61,285
+5,602
22
$3.99M 1.49%
24,207
+2,372
23
$3.96M 1.48%
144,541
+1,332
24
$3.88M 1.45%
22,434
+698
25
$3.61M 1.35%
109,441
+17,020
1
2 3 4 5