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
$233M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Sells

1 +$4.93M
2 +$1.57M
3 +$888K
4
HLIO icon
Helios Technologies
HLIO
+$670K
5
TRN icon
Trinity Industries
TRN
+$616K

Sector Composition

1 Technology 16.58%
2 Industrials 16.19%
3 Healthcare 15.68%
4 Consumer Staples 12.54%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
+31
352
$1K ﹤0.01%
+4
353
$1K ﹤0.01%
+22
354
$1K ﹤0.01%
+45
355
$1K ﹤0.01%
+25
356
-1,100
357
0
358
0
359
$0 ﹤0.01%
+2
360
0