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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$653K
4
DOW icon
Dow Inc
DOW
+$479K
5
NEM icon
Newmont
NEM
+$401K

Top Sells

1
+$3.24M
2
+$1.02M
3
+$970K
4
CSCO icon
Cisco
CSCO
+$933K
5
AAPL icon
Apple
AAPL
+$850K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K 0.01%
+303
252
$23K 0.01%
208
253
$22K 0.01%
450
-150
254
$22K 0.01%
142
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$21K 0.01%
130
256
$21K 0.01%
80
257
$21K 0.01%
451
-200
258
$21K 0.01%
800
259
$20K 0.01%
+500
260
$20K 0.01%
591
261
$20K 0.01%
+228
262
$20K 0.01%
222
263
$20K 0.01%
100
264
$20K 0.01%
+480
265
$20K 0.01%
250
266
$19K 0.01%
900
-500
267
$19K 0.01%
+195
268
$19K 0.01%
+131
269
$19K 0.01%
348
270
$18K 0.01%
+107
271
$18K 0.01%
+105
272
$17K 0.01%
450
273
$17K 0.01%
450
274
$17K 0.01%
362
275
$17K 0.01%
+307
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