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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
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$1.55M
3 +$1.35M
4
NVO
Novo Nordisk
NVO
+$1.02M
5
SNY icon
Sanofi
SNY
+$994K

Top Sells

1 +$5.07M
2 +$3.97M
3 +$944K
4
STJ
St Jude Medical
STJ
+$864K
5
EXAC
Exactech Inc
EXAC
+$817K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
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327
-2,000
328
-146,007
329
-600
330
-94
331
-140
332
-992
333
-105
334
-4,500
335
-16
336
$0 ﹤0.01%
21
337
-517
338
0
339
$0 ﹤0.01%
21
340
0
341
0
342
-809
343
-145
344
-2,455
345
-60
346
-2
347
0
348
-76,844
349
-1,500
350
-17