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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.16M
3
+$1.08M
4
TU icon
Telus
TU
+$918K
5
OGN icon
Organon & Co
OGN
+$917K

Top Sells

1
+$900K
2
+$884K
3
+$873K
4
HAIN icon
Hain Celestial
HAIN
+$729K
5
HTO
H2O America
HTO
+$624K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$40K 0.02%
326
-226
252
$40K 0.02%
315
-93
253
$39.7K 0.02%
1,500
-600
254
$39.6K 0.02%
351
255
$38.9K 0.02%
372
256
$37.9K 0.02%
833
257
$37.7K 0.02%
2,216
258
$37.5K 0.02%
1,392
259
$37K 0.02%
320
260
$37K 0.02%
216
261
$35.3K 0.02%
1,458
262
$35.1K 0.01%
568
263
$33.9K 0.01%
323
-600
264
$33.8K 0.01%
1,129
265
$33.6K 0.01%
100
266
$32.7K 0.01%
563
267
$30.3K 0.01%
375
268
$29.9K 0.01%
1,200
269
$29.3K 0.01%
200
270
$28.9K 0.01%
75
271
$28.5K 0.01%
900
272
$27.9K 0.01%
400
273
$27.6K 0.01%
108
274
$26.7K 0.01%
400
275
$25.4K 0.01%
760
9 10
11
12 13