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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
$261M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.63M
3
+$711K
4
AMRC icon
Ameresco
AMRC
+$508K
5
UN
Unilever NV New York Registry Shares
UN
+$420K

Top Sells

1
+$2.64M
2
+$2.21M
3
+$1.21M
4
HAIN icon
Hain Celestial
HAIN
+$1.15M
5
VOD icon
Vodafone
VOD
+$719K

Sector Composition

1 Healthcare 23.14%
2 Financials 13.51%
3 Consumer Staples 12.45%
4 Technology 11.93%
5 Real Estate 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
295
327
$4K ﹤0.01%
170
328
$4K ﹤0.01%
109
329
$3K ﹤0.01%
300
330
$3K ﹤0.01%
458
331
$3K ﹤0.01%
160
332
$3K ﹤0.01%
50
333
$3K ﹤0.01%
522
334
$2K ﹤0.01%
+10
335
$2K ﹤0.01%
+19
336
$2K ﹤0.01%
400
337
$2K ﹤0.01%
100
338
$2K ﹤0.01%
+125
339
$2K ﹤0.01%
+10
340
$1K ﹤0.01%
125
341
$1K ﹤0.01%
+5
342
$1K ﹤0.01%
+110
343
$1K ﹤0.01%
11
-233
344
$1K ﹤0.01%
180
345
$1K ﹤0.01%
270
346
$1K ﹤0.01%
12
347
$1K ﹤0.01%
+9
348
$0 ﹤0.01%
10
349
– –
-630
350
– –
-765
11 12 13
14
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