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
301
$9.66K ﹤0.01%
175
+1
302
$9.57K ﹤0.01%
228
303
$9.31K ﹤0.01%
84
304
$9.18K ﹤0.01%
100
305
$9.15K ﹤0.01%
105
306
$9.12K ﹤0.01%
1,259
307
$8.83K ﹤0.01%
21
308
$8.5K ﹤0.01%
41
309
$8.4K ﹤0.01%
200
310
$8.24K ﹤0.01%
49
311
$8.21K ﹤0.01%
244
312
$7.79K ﹤0.01%
200
313
$7.48K ﹤0.01%
250
314
$7.09K ﹤0.01%
50
315
$6.97K ﹤0.01%
13
316
$6.92K ﹤0.01%
138
-345
317
$6.87K ﹤0.01%
500
318
$6.66K ﹤0.01%
37
319
$6.58K ﹤0.01%
410
320
$6.56K ﹤0.01%
331
+1
321
$6.16K ﹤0.01%
79
322
$6K ﹤0.01%
50
323
$5.84K ﹤0.01%
60
324
$5.64K ﹤0.01%
50
325
$5.57K ﹤0.01%
7
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13
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