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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.97M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.53M

Top Sells

1
+$7.86M
2
+$1.72M
3
+$1.39M
4
GILD icon
Gilead Sciences
GILD
+$1.33M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.3M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.02%
1,900
252
$50K 0.02%
568
253
$46K 0.02%
+3,370
254
$46K 0.02%
129
255
$46K 0.02%
551
256
$45K 0.02%
+7,320
257
$45K 0.02%
815
-927
258
$43K 0.02%
476
259
$42K 0.02%
100
260
$41K 0.02%
440
261
$41K 0.02%
+1,335
262
$40K 0.02%
1,459
263
$40K 0.02%
2,216
264
$40K 0.02%
260
265
$39K 0.02%
212
266
$39K 0.02%
115
267
$38K 0.02%
3,200
268
$37K 0.02%
699
-550
269
$36K 0.02%
111
270
$36K 0.02%
80
271
$36K 0.02%
+401
272
$34K 0.01%
600
273
$34K 0.01%
763
274
$33K 0.01%
659
275
$33K 0.01%
+1,762
9 10
11
12 13