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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.16M
3
+$1.08M
4
TU icon
Telus
TU
+$918K
5
OGN icon
Organon & Co
OGN
+$917K

Top Sells

1
+$900K
2
+$884K
3
+$873K
4
HAIN icon
Hain Celestial
HAIN
+$729K
5
HTO
H2O America
HTO
+$624K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24.9K 0.01%
552
277
$23.7K 0.01%
370
278
$23.7K 0.01%
476
279
$23.3K 0.01%
120
280
$22.9K 0.01%
2,500
281
$22.8K 0.01%
34
282
$22.7K 0.01%
114
283
$20.7K 0.01%
105
-35
284
$19.7K 0.01%
450
285
$19.7K 0.01%
69
286
$19.6K 0.01%
322
+300
287
$19.4K 0.01%
47
288
$19K 0.01%
242
-155
289
$18.9K 0.01%
40
-10
290
$18.3K 0.01%
110
291
$18.3K 0.01%
450
292
$17.9K 0.01%
39
-30
293
$17.9K 0.01%
180
-165
294
$17.5K 0.01%
439
295
$17.4K 0.01%
250
296
$16.6K 0.01%
80
-55
297
$16.4K 0.01%
1,008
298
$16.1K 0.01%
51
299
$15.8K 0.01%
86
-34
300
$15.5K 0.01%
195
-50
10 11
12
13 14