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
$280M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$3.08M
3 +$1.98M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.01M
5
SNN icon
Smith & Nephew
SNN
+$846K

Top Sells

1 +$4.3M
2 +$1.92M
3 +$1.06M
4
AAPL icon
Apple
AAPL
+$925K
5
SFM icon
Sprouts Farmers Market
SFM
+$791K

Sector Composition

1 Healthcare 20.96%
2 Technology 16.86%
3 Consumer Staples 16.01%
4 Real Estate 12.5%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$8K ﹤0.01%
249
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262
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+380
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+100
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43