CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.39K ﹤0.01%
51
327
$5.23K ﹤0.01%
26
328
$5.13K ﹤0.01%
39
329
$5.08K ﹤0.01%
25
-93
330
$4.99K ﹤0.01%
62
331
$4.97K ﹤0.01%
100
332
$4.75K ﹤0.01%
70
333
$4.71K ﹤0.01%
254
-763
334
$4.69K ﹤0.01%
59
335
$4.69K ﹤0.01%
56
336
$4.65K ﹤0.01%
339
337
$4.62K ﹤0.01%
42
338
$4.47K ﹤0.01%
20
-12
339
$4.4K ﹤0.01%
18
340
$4.32K ﹤0.01%
18
-15
341
$4.31K ﹤0.01%
14
342
$4.02K ﹤0.01%
1,330
-314
343
$3.83K ﹤0.01%
10
344
$3.79K ﹤0.01%
69
345
$3.78K ﹤0.01%
250
346
$3.7K ﹤0.01%
21
347
$3.46K ﹤0.01%
36
348
$3.27K ﹤0.01%
213
349
$3.27K ﹤0.01%
134
-85
350
$3.1K ﹤0.01%
18
12 13
14
15 16