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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
$225M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$855K
3 +$760K
4
PDCO
Patterson Companies, Inc.
PDCO
+$715K
5
SYK icon
Stryker
SYK
+$524K

Sector Composition

1 Technology 16.75%
2 Healthcare 16.15%
3 Industrials 12.12%
4 Consumer Staples 11.59%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$3K ﹤0.01%
+116
277
$3K ﹤0.01%
+95
278
$3K ﹤0.01%
+100
279
$3K ﹤0.01%
+60
280
$3K ﹤0.01%
+60
281
$2K ﹤0.01%
+106
282
$2K ﹤0.01%
+15
283
$2K ﹤0.01%
+132
284
$2K ﹤0.01%
+65
285
$1K ﹤0.01%
+25
286
$1K ﹤0.01%
+17
287
$1K ﹤0.01%
+50
288
$1K ﹤0.01%
+16
289
$1K ﹤0.01%
+33
290
$1K ﹤0.01%
+19
291
$1K ﹤0.01%
+21
292
$1K ﹤0.01%
+43
293
$1K ﹤0.01%
+150
294
$1K ﹤0.01%
+600
295
$0 ﹤0.01%
+1
296
$0 ﹤0.01%
+7
297
$0 ﹤0.01%
+21
298
0
299
$0 ﹤0.01%
+21
300
-22,310