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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.16M
3
+$1.08M
4
TU icon
Telus
TU
+$918K
5
OGN icon
Organon & Co
OGN
+$917K

Top Sells

1
+$900K
2
+$884K
3
+$873K
4
HAIN icon
Hain Celestial
HAIN
+$729K
5
HTO
H2O America
HTO
+$624K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.82K ﹤0.01%
+200
352
$5.78K ﹤0.01%
330
353
$5.58K ﹤0.01%
1,325
354
$5.58K ﹤0.01%
55
355
$5.1K ﹤0.01%
200
356
$5.07K ﹤0.01%
323
357
$5.04K ﹤0.01%
87
-106
358
$4.95K ﹤0.01%
515
-187
359
$4.89K ﹤0.01%
27
-21
360
$4.83K ﹤0.01%
72
361
$4.81K ﹤0.01%
70
362
$4.68K ﹤0.01%
88
363
$4.55K ﹤0.01%
58
-58
364
$4.52K ﹤0.01%
63
365
$4.37K ﹤0.01%
139
366
$4.33K ﹤0.01%
+250
367
$4.28K ﹤0.01%
25
368
$4.15K ﹤0.01%
50
369
$3.91K ﹤0.01%
410
370
$3.72K ﹤0.01%
18
371
$3.58K ﹤0.01%
105
-383
372
$3.15K ﹤0.01%
100
373
$3.09K ﹤0.01%
20
374
$3.07K ﹤0.01%
100
375
$2.7K ﹤0.01%
40
13 14
15
16 17