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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.27M
3
+$1.45M
4
ALC icon
Alcon
ALC
+$675K
5
TRMB icon
Trimble
TRMB
+$652K

Top Sells

1
+$1.59M
2
+$1.51M
3
+$1.14M
4
GPC icon
Genuine Parts
GPC
+$739K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K ﹤0.01%
+240
302
$8K ﹤0.01%
90
303
$7K ﹤0.01%
+810
304
$7K ﹤0.01%
250
305
$7K ﹤0.01%
80
306
$7K ﹤0.01%
89
307
$7K ﹤0.01%
600
-1,600
308
$7K ﹤0.01%
+25
309
$7K ﹤0.01%
500
310
$7K ﹤0.01%
36
311
$7K ﹤0.01%
45
312
$7K ﹤0.01%
324
313
$7K ﹤0.01%
+625
314
$7K ﹤0.01%
271
315
$6K ﹤0.01%
100
316
$6K ﹤0.01%
100
317
$5K ﹤0.01%
100
318
$5K ﹤0.01%
91
319
$5K ﹤0.01%
240
320
$4K ﹤0.01%
160
321
$4K ﹤0.01%
350
-620
322
$4K ﹤0.01%
+450
323
$4K ﹤0.01%
+90
324
$4K ﹤0.01%
170
325
$3K ﹤0.01%
300
11 12
13
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