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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2M
3
+$1.86M
4
ADP icon
Automatic Data Processing
ADP
+$1.11M
5
CSCO icon
Cisco
CSCO
+$983K

Top Sells

1
+$2.1M
2
+$2.02M
3
+$1M
4
DOC icon
Healthpeak Properties
DOC
+$849K
5
TAK icon
Takeda Pharmaceutical
TAK
+$481K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.21K ﹤0.01%
+22
352
$970 ﹤0.01%
20
353
$836 ﹤0.01%
18
354
$703 ﹤0.01%
20
355
$554 ﹤0.01%
85
356
$498 ﹤0.01%
30
357
$430 ﹤0.01%
200
358
$422 ﹤0.01%
222
359
$126 ﹤0.01%
5
360
– –
0
361
– –
0
362
$15 ﹤0.01%
+1
363
$10 ﹤0.01%
50
364
– –
-260
365
– –
0
366
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0
367
– –
-180
368
– –
-258
369
– –
-362
370
– –
-1,400
371
– –
-1,325
372
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-14
373
– –
-366
374
– –
-32
375
– –
-2,500
13 14
15
16 17