CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18.7K 0.01%
58
277
$18.5K 0.01%
605
-35,241
278
$17.8K 0.01%
608
279
$17.6K 0.01%
101
-40
280
$17.6K 0.01%
117
281
$16.2K ﹤0.01%
240
282
$15.9K ﹤0.01%
161
283
$14.7K ﹤0.01%
63
284
$14.5K ﹤0.01%
120
285
$14.3K ﹤0.01%
338
+4
286
$14K ﹤0.01%
40
287
$13.8K ﹤0.01%
55
288
$13.7K ﹤0.01%
900
289
$13.7K ﹤0.01%
51
290
$13.5K ﹤0.01%
200
291
$13.3K ﹤0.01%
2,019
292
$13.1K ﹤0.01%
146
293
$12.7K ﹤0.01%
96
-35
294
$12K ﹤0.01%
450
295
$10.4K ﹤0.01%
400
296
$10.4K ﹤0.01%
1,000
297
$10.2K ﹤0.01%
112
-232
298
$9.91K ﹤0.01%
32
299
$9.9K ﹤0.01%
200
300
$9.66K ﹤0.01%
2,100
10 11
12
13 14