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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$777K
3
+$721K
4
UNFI icon
United Natural Foods
UNFI
+$561K
5
DGX icon
Quest Diagnostics
DGX
+$503K

Top Sells

1
+$1.63M
2
+$1.32M
3
+$1.3M
4
MSEX icon
Middlesex Water
MSEX
+$682K
5
PG icon
Procter & Gamble
PG
+$603K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
145
277
$4K ﹤0.01%
125
278
$4K ﹤0.01%
70
279
$4K ﹤0.01%
50
280
$4K ﹤0.01%
+94
281
$3K ﹤0.01%
100
282
$3K ﹤0.01%
116
283
$3K ﹤0.01%
+105
284
$3K ﹤0.01%
60
285
$3K ﹤0.01%
60
286
$3K ﹤0.01%
95
287
$2K ﹤0.01%
16
288
$2K ﹤0.01%
15
289
$1K ﹤0.01%
21
290
$1K ﹤0.01%
150
291
$1K ﹤0.01%
600
292
$1K ﹤0.01%
17
293
$1K ﹤0.01%
50
294
$1K ﹤0.01%
+16
295
$1K ﹤0.01%
33
296
$1K ﹤0.01%
+60
297
$0 ﹤0.01%
7
298
$0 ﹤0.01%
+7
299
– –
-1,702
300
– –
-400
10 11
12
13 14