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
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.98K ﹤0.01%
16
352
$2.92K ﹤0.01%
48
353
$2.83K ﹤0.01%
100
354
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26
355
$2.64K ﹤0.01%
25
356
$2.55K ﹤0.01%
29
357
$2.47K ﹤0.01%
255
-25,279
358
$2.4K ﹤0.01%
100
359
$2.35K ﹤0.01%
+45
360
$2.34K ﹤0.01%
20
361
$2.21K ﹤0.01%
14
362
$2.1K ﹤0.01%
26
363
$2.05K ﹤0.01%
4
364
$2.04K ﹤0.01%
137
365
$1.97K ﹤0.01%
14
366
$1.94K ﹤0.01%
36
367
$1.8K ﹤0.01%
34
368
$1.76K ﹤0.01%
250
369
$1.69K ﹤0.01%
11
370
$1.67K ﹤0.01%
218
371
$1.59K ﹤0.01%
5
372
$1.55K ﹤0.01%
148
373
$1.49K ﹤0.01%
14
374
$1.48K ﹤0.01%
17
375
$1.43K ﹤0.01%
33
13 14
15
16 17