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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$595K
3
+$582K
4
SNY icon
Sanofi
SNY
+$451K
5
RWM icon
ProShares Short Russell2000
RWM
+$444K

Top Sells

1
+$1.46M
2
+$860K
3
+$710K
4
PG icon
Procter & Gamble
PG
+$468K
5
WLY icon
John Wiley & Sons Class A
WLY
+$428K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
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