CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.67M
3
+$1.89M
4
VOD icon
Vodafone
VOD
+$1.26M
5
TU icon
Telus
TU
+$1.05M

Top Sells

1
+$4.54M
2
+$3.69M
3
+$2.8M
4
PG icon
Procter & Gamble
PG
+$2.63M
5
AAPL icon
Apple
AAPL
+$2.35M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.02%
500
227
$36K 0.02%
1,460
228
$36K 0.02%
145
+104
229
$35K 0.02%
223
+93
230
$34K 0.02%
+1,900
231
$34K 0.02%
+250
232
$34K 0.02%
+1,109
233
$32K 0.02%
608
234
$31K 0.02%
2,201
-20,492
235
$31K 0.02%
1,015
236
$31K 0.02%
1,637
-800
237
$31K 0.02%
3,200
238
$31K 0.02%
260
239
$30K 0.02%
+1,092
240
$29K 0.02%
381
241
$28K 0.02%
440
242
$28K 0.02%
760
243
$28K 0.02%
656
244
$27K 0.02%
+800
245
$27K 0.02%
763
246
$27K 0.02%
921
-8,147
247
$26K 0.01%
+166
248
$26K 0.01%
1,240
249
$26K 0.01%
600
250
$25K 0.01%
145
8 9
10
11 12