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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.97M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.53M

Top Sells

1
+$7.86M
2
+$1.72M
3
+$1.39M
4
GILD icon
Gilead Sciences
GILD
+$1.33M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.3M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
42
+37
327
$14K 0.01%
51
328
$14K 0.01%
+64
329
$14K 0.01%
141
330
$13K 0.01%
105
331
$13K 0.01%
+240
332
$13K 0.01%
49
333
$13K 0.01%
+385
334
$13K 0.01%
+156
335
$12K 0.01%
450
336
$12K 0.01%
600
337
$12K 0.01%
200
338
$12K 0.01%
108
-108
339
$11K ﹤0.01%
150
-150
340
$11K ﹤0.01%
+192
341
$11K ﹤0.01%
+222
342
$11K ﹤0.01%
+75
343
$10K ﹤0.01%
39
-30
344
$10K ﹤0.01%
447
345
$10K ﹤0.01%
+150
346
$10K ﹤0.01%
150
-22
347
$9K ﹤0.01%
57
+50
348
$9K ﹤0.01%
14
349
$9K ﹤0.01%
188
+166
350
$9K ﹤0.01%
170
12 13
14
15 16