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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.67M
3
+$1.89M
4
VOD icon
Vodafone
VOD
+$1.26M
5
TU icon
Telus
TU
+$1.05M

Top Sells

1
+$4.54M
2
+$3.69M
3
+$2.8M
4
PG icon
Procter & Gamble
PG
+$2.63M
5
AAPL icon
Apple
AAPL
+$2.35M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,666
377
– –
-642
378
– –
-3,000
379
– –
-300
380
– –
-4,400
381
– –
-864
382
– –
-3,013
383
– –
-650
384
– –
-160
385
– –
-400
386
– –
-983
387
– –
-3,972
388
– –
-3,083
389
– –
-15,000
390
– –
-8,750
391
– –
-400
392
– –
-158
393
– –
-1,000
394
– –
-314
395
– –
-2,690
396
– –
-100
397
– –
-814
398
– –
-100
399
– –
-20,150
400
– –
-11
13 14 15
16
17