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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
$233M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Sells

1 +$5.18M
2 +$1.39M
3 +$821K
4
HLIO icon
Helios Technologies
HLIO
+$626K
5
TRN icon
Trinity Industries
TRN
+$519K

Sector Composition

1 Technology 16.58%
2 Industrials 16.19%
3 Healthcare 15.68%
4 Consumer Staples 12.54%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K ﹤0.01%
+296
302
$7K ﹤0.01%
+208
303
$7K ﹤0.01%
+62
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
+750
309
$6K ﹤0.01%
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310
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$6K ﹤0.01%
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$6K ﹤0.01%
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+158
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+375
321
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$5K ﹤0.01%
+150