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
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.34M
3
+$2.55M
4
AGCO icon
AGCO
AGCO
+$1.75M
5
HTO
H2O America
HTO
+$1.61M

Top Sells

1
+$5.77M
2
+$968K
3
+$648K
4
NVO icon
Novo Nordisk
NVO
+$459K
5
TAK icon
Takeda Pharmaceutical
TAK
+$423K

Sector Composition

1 Healthcare 23.3%
2 Technology 20.44%
3 Consumer Staples 16.31%
4 Financials 8.36%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55.6K 0.02%
100
227
$55.6K 0.02%
100
228
$55K 0.02%
320
229
$54.4K 0.02%
200
-100
230
$53.8K 0.02%
371
-459
231
$53.7K 0.02%
500
232
$53.7K 0.02%
1,392
233
$53.3K 0.02%
400
234
$52.3K 0.02%
400
235
$50.9K 0.02%
315
236
$50.1K 0.02%
387
-635
237
$49.7K 0.02%
750
238
$49K 0.02%
370
239
$48.2K 0.02%
559
-100
240
$48K 0.02%
833
241
$46K 0.02%
600
-600
242
$45.6K 0.02%
1,698
243
$43.8K 0.02%
100
244
$43.8K 0.02%
+362
245
$43.1K 0.02%
108
246
$43K 0.02%
1,200
247
$43K 0.02%
+1,200
248
$41.9K 0.02%
1,129
249
$41.4K 0.02%
82
250
$41.3K 0.02%
1,400
8 9
10
11 12