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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
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.2M
3
+$1.13M
4
HTO
H2O America
HTO
+$579K
5
GSK icon
GSK
GSK
+$204K

Top Sells

1
+$1.36M
2
+$1.22M
3
+$711K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$549K
5
HR icon
Healthcare Realty
HR
+$460K

Sector Composition

1 Healthcare 23.14%
2 Technology 21.06%
3 Consumer Staples 15.58%
4 Financials 9.09%
5 Real Estate 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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-799
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-6,090
379
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380
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383
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-99
384
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-1,500
385
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386
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-400
387
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-374
388
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0
389
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0
390
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0
391
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-450
392
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0
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