CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$653K
4
DOW icon
Dow Inc
DOW
+$479K
5
NEM icon
Newmont
NEM
+$401K

Top Sells

1
+$3.24M
2
+$1.02M
3
+$970K
4
CSCO icon
Cisco
CSCO
+$933K
5
AAPL icon
Apple
AAPL
+$850K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
– –
-40
378
– –
-200
379
– –
-210
380
– –
-40
381
– –
-50
382
– –
-36,400
383
– –
-140
384
– –
-425
12 13 14 15
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