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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.51M
3
+$1.46M
4
HIFS icon
Hingham Institution for Saving
HIFS
+$1.44M
5
HAIN icon
Hain Celestial
HAIN
+$991K

Top Sells

1
+$2.24M
2
+$1.95M
3
+$1.3M
4
NTUS
Natus Medical Inc
NTUS
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.07M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
62
277
$5K ﹤0.01%
+50
278
$5K ﹤0.01%
160
279
$5K ﹤0.01%
36
-15
280
$5K ﹤0.01%
100
281
$5K ﹤0.01%
91
282
$4K ﹤0.01%
+40
283
$4K ﹤0.01%
+100
284
$4K ﹤0.01%
+50
285
$4K ﹤0.01%
300
286
$4K ﹤0.01%
109
-150
287
$4K ﹤0.01%
+425
288
$3K ﹤0.01%
+15
289
$3K ﹤0.01%
+125
290
$3K ﹤0.01%
+80
291
$3K ﹤0.01%
140
-14,042
292
$3K ﹤0.01%
+35
293
$3K ﹤0.01%
+50
294
$3K ﹤0.01%
50
-15
295
$3K ﹤0.01%
522
296
$3K ﹤0.01%
+35
297
$2K ﹤0.01%
+70
298
$2K ﹤0.01%
+30
299
$2K ﹤0.01%
+30
300
$2K ﹤0.01%
76
10 11
12
13 14