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
251
$32.7K 0.01%
1,030
-156
252
$32.7K 0.01%
760
253
$32.4K 0.01%
102
254
$32.3K 0.01%
+738
255
$31.4K 0.01%
192
256
$30.2K 0.01%
410
-17
257
$29.5K 0.01%
161
258
$29.3K 0.01%
54
-27
259
$29.2K 0.01%
696
260
$28.8K 0.01%
200
261
$28.6K 0.01%
319
262
$25.7K 0.01%
210
263
$24.5K 0.01%
1,161
264
$24.5K 0.01%
230
265
$24.2K 0.01%
293
266
$24.1K 0.01%
263
267
$24.1K 0.01%
+34
268
$23.4K 0.01%
46
269
$22.7K 0.01%
76
270
$22.2K 0.01%
90
271
$22K 0.01%
+137
272
$20.1K 0.01%
52
-26
273
$20K 0.01%
591
274
$19.2K 0.01%
72
275
$18.8K 0.01%
134
9 10
11
12 13