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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.53M
3
+$1.55M
4
STAG icon
STAG Industrial
STAG
+$1.18M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.01M

Top Sells

1
+$1.21M
2
+$1.01M
3
+$699K
4
WLY icon
John Wiley & Sons Class A
WLY
+$661K
5
INTU icon
Intuit
INTU
+$584K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-504
227
– –
-300
228
– –
-26
229
– –
-270
230
– –
-1,050
231
– –
-440
232
– –
-1,553
233
– –
-35
234
– –
-300
235
– –
-25
236
– –
-45
237
– –
-93
238
– –
-245
239
– –
-1,300
240
– –
-40
241
– –
-23
242
– –
-250
243
– –
-447
244
– –
-89
245
– –
-125
246
– –
-1,831
247
– –
-212
248
– –
-362
249
– –
-415
250
– –
-249
8 9
10
11 12