CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66K 0.02%
1,640
-290
227
$66K 0.02%
153
228
$65K 0.02%
+750
229
$65K 0.02%
1,092
230
$64K 0.02%
986
-34
231
$63K 0.02%
281
232
$63K 0.02%
895
233
$62K 0.02%
916
+66
234
$61K 0.02%
+6,200
235
$60K 0.02%
120
+15
236
$59K 0.02%
394
+43
237
$58K 0.02%
1,948
-2,215
238
$57K 0.02%
+1,500
239
$57K 0.02%
1,109
240
$57K 0.02%
+26,000
241
$57K 0.02%
1,232
242
$56K 0.02%
1,120
+105
243
$56K 0.02%
+623
244
$55K 0.02%
500
245
$55K 0.02%
1,300
246
$54K 0.02%
+2,875
247
$54K 0.02%
457
-282
248
$54K 0.02%
500
249
$52K 0.02%
+252
250
$50K 0.02%
1,900
8 9
10
11 12