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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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.97M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.53M

Top Sells

1
+$7.86M
2
+$1.72M
3
+$1.39M
4
GILD icon
Gilead Sciences
GILD
+$1.33M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.3M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
+34
377
$6K ﹤0.01%
26
-26
378
$6K ﹤0.01%
+35
379
$6K ﹤0.01%
249
-250
380
$6K ﹤0.01%
28
-18
381
$6K ﹤0.01%
+120
382
$6K ﹤0.01%
100
383
$6K ﹤0.01%
+100
384
$6K ﹤0.01%
+74
385
$5K ﹤0.01%
91
386
$5K ﹤0.01%
50
-20
387
$5K ﹤0.01%
+93
388
$5K ﹤0.01%
250
389
$5K ﹤0.01%
53
-53
390
$5K ﹤0.01%
+200
391
$5K ﹤0.01%
+15
392
$5K ﹤0.01%
240
393
$5K ﹤0.01%
+50
394
$5K ﹤0.01%
12
-12
395
$5K ﹤0.01%
144
396
$5K ﹤0.01%
+150
397
$5K ﹤0.01%
188
398
$4K ﹤0.01%
+20
399
$4K ﹤0.01%
34
-34
400
$4K ﹤0.01%
170
14 15
16
17 18