We are live on ! Find out more
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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.63M
3
+$1.57M
4
STAG icon
STAG Industrial
STAG
+$1.12M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.09M

Top Sells

1
+$1.22M
2
+$1.09M
3
+$635K
4
WLY icon
John Wiley & Sons Class A
WLY
+$621K
5
NOK icon
Nokia
NOK
+$614K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-13
277
– –
-74
278
– –
-200
279
– –
-3
280
– –
-260
281
– –
-2,161
282
– –
-699
283
– –
-208
284
– –
-1,750
285
– –
-75
286
– –
-694
287
– –
-720
288
– –
-300
289
– –
-385
290
– –
-1,008
291
– –
-300
292
– –
-2,550
293
– –
-1,762
294
– –
-5,500
295
– –
-457
296
– –
-115
297
– –
-324
298
– –
-3,200
299
– –
-623
300
– –
-156
10 11
12
13 14