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
$239M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.21M
3
+$1.66M
4
NSP icon
Insperity
NSP
+$1.1M
5
CBU icon
Community Bank
CBU
+$692K

Top Sells

1
+$1.56M
2
+$1.55M
3
+$733K
4
WEC icon
WEC Energy
WEC
+$665K
5
WLY icon
John Wiley & Sons Class A
WLY
+$663K

Sector Composition

1 Healthcare 19.35%
2 Technology 17.08%
3 Industrials 11.41%
4 Financials 10.77%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-450
277
– –
-280
278
– –
-815
279
– –
-350
280
– –
-10,976
281
– –
-800
282
– –
-1,000
283
– –
-606
284
– –
-366
285
– –
-100
286
– –
-70
287
– –
-25
288
– –
-21
289
– –
-1,000
290
– –
-7,000
291
– –
-550
292
– –
-1,615
293
– –
-279
294
– –
-2,275
295
– –
-1,225
296
– –
-2,934
297
– –
-500
298
– –
-584
299
– –
-708
300
– –
-543
9 10 11
12
13