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
$191M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.3M
3
+$749K
4
HR icon
Healthcare Realty
HR
+$483K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$437K

Top Sells

1
+$3.95M
2
+$2.42M
3
+$1.4M
4
LKFN icon
Lakeland Financial Corp
LKFN
+$1.16M
5
NVO icon
Novo Nordisk
NVO
+$883K

Sector Composition

1 Healthcare 23.87%
2 Technology 13.72%
3 Consumer Staples 13.26%
4 Financials 12.2%
5 Real Estate 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$27K 0.01%
80
-67
252
$26K 0.01%
600
253
$26K 0.01%
763
254
$25K 0.01%
239
-340
255
$25K 0.01%
400
256
$24K 0.01%
137
257
$24K 0.01%
300
258
$23K 0.01%
1,150
-487
259
$23K 0.01%
340
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$22K 0.01%
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261
$22K 0.01%
40
262
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70
-10
263
$21K 0.01%
375
264
$21K 0.01%
371
-72
265
$20K 0.01%
100
266
$20K 0.01%
475
267
$19K 0.01%
+16
268
$18K 0.01%
451
269
$18K 0.01%
+110
270
$18K 0.01%
415
271
$17K 0.01%
140
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272
$17K 0.01%
616
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273
$16K 0.01%
291
-365
274
$16K 0.01%
612
275
$16K 0.01%
51
9 10
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12 13