CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$595K
3
+$582K
4
SNY icon
Sanofi
SNY
+$451K
5
RWM icon
ProShares Short Russell2000
RWM
+$444K

Top Sells

1
+$1.46M
2
+$860K
3
+$710K
4
PG icon
Procter & Gamble
PG
+$468K
5
WLY icon
John Wiley & Sons Class A
WLY
+$428K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-362
227
– –
-3,972
228
– –
-3,804
229
– –
-200
230
– –
-172
231
– –
-900
232
– –
-428
233
– –
-283
234
– –
-800
235
– –
-2,338
236
– –
-2,400
237
– –
-27,216
238
– –
-50
239
– –
-215
240
– –
-52
241
– –
-150
242
– –
-600
243
– –
-90
244
– –
-1,015
245
– –
-990
246
– –
-295
247
– –
-116
248
– –
-584
249
– –
-810
250
– –
-782
8 9
10
11 12