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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
$247M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.51M
3
+$1.46M
4
HIFS icon
Hingham Institution for Saving
HIFS
+$1.44M
5
HAIN icon
Hain Celestial
HAIN
+$991K

Top Sells

1
+$2.24M
2
+$1.95M
3
+$1.3M
4
NTUS
Natus Medical Inc
NTUS
+$1.2M
5
TSCO icon
Tractor Supply
TSCO
+$1.07M

Sector Composition

1 Healthcare 22.23%
2 Consumer Staples 13.14%
3 Technology 12.34%
4 Financials 11.39%
5 Real Estate 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
100
302
$2K ﹤0.01%
+50
303
$2K ﹤0.01%
+32
304
$2K ﹤0.01%
76
305
$2K ﹤0.01%
+5
306
$2K ﹤0.01%
+210
307
$1K ﹤0.01%
12
308
$1K ﹤0.01%
+10
309
$1K ﹤0.01%
+22
310
$1K ﹤0.01%
+40
311
– –
-169
312
– –
-98
313
– –
-44
314
– –
-822
315
– –
-270
316
– –
-537
317
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318
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319
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320
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321
– –
-100
322
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323
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324
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325
– –
-3,000
11 12
13
14 15