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
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.21M
3
+$1.66M
4
NSP icon
Insperity
NSP
+$1.1M
5
CBU icon
Community Bank
CBU
+$692K

Top Sells

1
+$1.56M
2
+$1.55M
3
+$733K
4
WEC icon
WEC Energy
WEC
+$665K
5
WLY icon
John Wiley & Sons Class A
WLY
+$663K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,015
227
– –
-303
228
– –
-990
229
– –
-438
230
– –
-116
231
– –
-221
232
– –
-635
233
– –
-782
234
– –
-4,500
235
– –
-2,760
236
– –
-135
237
– –
-3,000
238
– –
-875
239
– –
-1,134
240
– –
-1,000
241
– –
-282
242
– –
-1,267
243
– –
-230
244
– –
-417
245
– –
-410
246
– –
-107
247
– –
-251
248
– –
-433
249
– –
-1,102
250
– –
-2,200
8 9
10
11 12