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
351
$12K ﹤0.01%
+125
352
$12K ﹤0.01%
+49
353
$12K ﹤0.01%
+222
354
$12K ﹤0.01%
+257
355
$11K ﹤0.01%
+71
356
$11K ﹤0.01%
+39
357
$11K ﹤0.01%
+75
358
$11K ﹤0.01%
+275
359
$11K ﹤0.01%
+136
360
$11K ﹤0.01%
+101
361
$11K ﹤0.01%
+75
362
$11K ﹤0.01%
+217
363
$10K ﹤0.01%
+191
364
$10K ﹤0.01%
+150
365
$10K ﹤0.01%
+45
366
$10K ﹤0.01%
+50
367
$10K ﹤0.01%
+257
368
$10K ﹤0.01%
+262
369
$10K ﹤0.01%
+447
370
$10K ﹤0.01%
+14
371
$10K ﹤0.01%
+135
372
$10K ﹤0.01%
+2,500
373
$10K ﹤0.01%
+90
374
$10K ﹤0.01%
+26
375
$10K ﹤0.01%
+26
13 14
15
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