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
$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%
+74
377
$6K ﹤0.01%
28
-18
378
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+34
379
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+100
380
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+120
381
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100
382
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26
-26
383
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+35
384
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249
-250
385
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+50
386
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+200
387
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188
388
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240
389
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50
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390
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+93
391
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250
392
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53
-53
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144
395
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+150
396
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+15
397
$5K ﹤0.01%
91
398
$4K ﹤0.01%
34
-34
399
$4K ﹤0.01%
+20
400
$4K ﹤0.01%
170
14 15
16
17 18