We are live on ! Find out more
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
– –
-543
227
– –
-800
228
– –
-90
229
– –
-238
230
– –
-336
231
– –
-976
232
– –
-51
233
– –
-366
234
– –
-415
235
– –
-2,107
236
– –
-200
237
– –
-665
238
– –
-1,400
239
– –
-260
240
– –
-567
241
– –
-1,460
242
– –
-169
243
– –
-280
244
– –
-815
245
– –
-1,412
246
– –
-1,000
247
– –
-266
248
– –
-517
249
– –
-4,194
250
– –
-705
8 9
10
11 12