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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
$283M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.91M
3
+$1.87M
4
SNN icon
Smith & Nephew
SNN
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1
+$514K
2
+$432K
3
+$413K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$410K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$405K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 14.94%
3 Technology 14.67%
4 Financials 12.15%
5 Real Estate 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
75
377
$10K ﹤0.01%
137
378
$10K ﹤0.01%
26
379
$10K ﹤0.01%
702
+69
380
$9K ﹤0.01%
60
381
$9K ﹤0.01%
2,500
382
$9K ﹤0.01%
+91
383
$9K ﹤0.01%
125
384
$9K ﹤0.01%
257
385
$9K ﹤0.01%
53
386
$9K ﹤0.01%
154
387
$9K ﹤0.01%
75
388
$9K ﹤0.01%
702
389
$9K ﹤0.01%
475
390
$9K ﹤0.01%
217
391
$8K ﹤0.01%
264
+15
392
$8K ﹤0.01%
44
+37
393
$8K ﹤0.01%
350
394
$8K ﹤0.01%
135
395
$8K ﹤0.01%
115
396
$8K ﹤0.01%
298
397
$8K ﹤0.01%
168
+67
398
$8K ﹤0.01%
500
399
$8K ﹤0.01%
26
400
$7K ﹤0.01%
262
14 15
16
17 18