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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$653K
4
DOW icon
Dow Inc
DOW
+$479K
5
NEM icon
Newmont
NEM
+$401K

Top Sells

1
+$3.24M
2
+$1.02M
3
+$970K
4
CSCO icon
Cisco
CSCO
+$933K
5
AAPL icon
Apple
AAPL
+$850K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
+765
277
$16K 0.01%
45
278
$15K 0.01%
209
279
$15K 0.01%
175
280
$15K 0.01%
+78
281
$15K 0.01%
+159
282
$15K 0.01%
224
283
$15K 0.01%
162
+100
284
$14K 0.01%
177
285
$14K 0.01%
+242
286
$13K 0.01%
855
287
$12K ﹤0.01%
+499
288
$12K ﹤0.01%
200
289
$11K ﹤0.01%
+351
290
$11K ﹤0.01%
250
-960
291
$11K ﹤0.01%
970
-780
292
$11K ﹤0.01%
500
293
$10K ﹤0.01%
41
-34
294
$10K ﹤0.01%
254
295
$10K ﹤0.01%
+367
296
$10K ﹤0.01%
+49
297
$9K ﹤0.01%
300
+175
298
$9K ﹤0.01%
+447
299
$8K ﹤0.01%
250
-500
300
$8K ﹤0.01%
+298
10 11
12
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