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
351
$9K ﹤0.01%
+150
352
$9K ﹤0.01%
26
-26
353
$9K ﹤0.01%
63
354
$9K ﹤0.01%
+270
355
$9K ﹤0.01%
90
356
$9K ﹤0.01%
210
357
$8K ﹤0.01%
75
+53
358
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298
359
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+110
360
$8K ﹤0.01%
+75
361
$8K ﹤0.01%
+125
362
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+100
363
$8K ﹤0.01%
136
364
$8K ﹤0.01%
+135
365
$8K ﹤0.01%
+120
366
$8K ﹤0.01%
+50
367
$7K ﹤0.01%
89
368
$7K ﹤0.01%
262
369
$7K ﹤0.01%
+417
370
$7K ﹤0.01%
74
371
$7K ﹤0.01%
62
-50
372
$7K ﹤0.01%
+260
373
$7K ﹤0.01%
324
374
$7K ﹤0.01%
98
375
$7K ﹤0.01%
271
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