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
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.3K 0.01%
650
227
$48.1K 0.01%
460
+3
228
$46.7K 0.01%
232
229
$46.7K 0.01%
196
230
$44.9K 0.01%
1,500
231
$44.4K 0.01%
559
232
$43.6K 0.01%
675
233
$42.2K 0.01%
193
+103
234
$42K 0.01%
364
-218
235
$40.2K 0.01%
92
-1
236
$39.6K 0.01%
400
237
$39K 0.01%
142
-3
238
$38.8K 0.01%
440
239
$38.5K 0.01%
1,458
240
$38.2K 0.01%
2,216
241
$38K 0.01%
1,200
242
$36.9K 0.01%
214
243
$35.8K 0.01%
1,200
244
$35.7K 0.01%
34
245
$35.4K 0.01%
279
246
$35K 0.01%
384
247
$34.9K 0.01%
50
248
$33.9K 0.01%
351
-200
249
$33.8K 0.01%
262
250
$33.6K 0.01%
1,030
-560
8 9
10
11 12