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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
326
$5K ﹤0.01%
+90
327
$4K ﹤0.01%
+106
328
$4K ﹤0.01%
+50
329
$4K ﹤0.01%
+58
330
$4K ﹤0.01%
+70
331
$4K ﹤0.01%
+225
332
$4K ﹤0.01%
+240
333
$4K ﹤0.01%
+427
334
$4K ﹤0.01%
+182
335
$4K ﹤0.01%
+95
336
$4K ﹤0.01%
+40
337
$4K ﹤0.01%
+35
338
$3K ﹤0.01%
+68
339
$3K ﹤0.01%
+60
340
$3K ﹤0.01%
+144
341
$3K ﹤0.01%
+145
342
$3K ﹤0.01%
+150
343
$3K ﹤0.01%
600
344
$3K ﹤0.01%
+435
345
$2K ﹤0.01%
+46
346
$2K ﹤0.01%
+10
347
$2K ﹤0.01%
+100
348
$2K ﹤0.01%
+40
349
$2K ﹤0.01%
+21
350
$2K ﹤0.01%
+15