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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.25M
3
+$1.25M
4
GSK icon
GSK
GSK
+$867K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$475K

Top Sells

1
+$2.01M
2
+$1.02M
3
+$966K
4
AGI icon
Alamos Gold
AGI
+$623K
5
XRAY icon
Dentsply Sirona
XRAY
+$618K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K 0.01%
+4,165
327
$17K 0.01%
+87
328
$17K 0.01%
+36
329
$17K 0.01%
+72
330
$17K 0.01%
+100
331
$16K 0.01%
+105
332
$16K 0.01%
+125
333
$16K 0.01%
+51
334
$16K 0.01%
+200
335
$16K 0.01%
+450
336
$16K 0.01%
+600
337
$15K 0.01%
+250
338
$15K 0.01%
+300
339
$15K 0.01%
+155
340
$14K 0.01%
+200
341
$14K 0.01%
+240
342
$14K 0.01%
+710
343
$14K 0.01%
+500
344
$14K 0.01%
+11
345
$14K 0.01%
+425
346
$13K ﹤0.01%
+87
347
$13K ﹤0.01%
+108
348
$13K ﹤0.01%
+385
349
$13K ﹤0.01%
+4,600
350
$12K ﹤0.01%
+51
12 13
14
15 16