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
$191M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.3M
3
+$749K
4
HR icon
Healthcare Realty
HR
+$483K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$437K

Top Sells

1
+$3.95M
2
+$2.42M
3
+$1.4M
4
LKFN icon
Lakeland Financial Corp
LKFN
+$1.16M
5
NVO icon
Novo Nordisk
NVO
+$883K

Sector Composition

1 Healthcare 23.87%
2 Technology 13.72%
3 Consumer Staples 13.26%
4 Financials 12.2%
5 Real Estate 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
37
327
$3K ﹤0.01%
522
328
$2K ﹤0.01%
10
329
$2K ﹤0.01%
5
330
$2K ﹤0.01%
10
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$2K ﹤0.01%
50
332
$1K ﹤0.01%
22
333
$1K ﹤0.01%
12
334
$1K ﹤0.01%
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335
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