We are live on ! Find out more
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
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.34M
3
+$2.55M
4
AGCO icon
AGCO
AGCO
+$1.75M
5
HTO
H2O America
HTO
+$1.61M

Top Sells

1
+$5.77M
2
+$968K
3
+$648K
4
NVO
Novo Nordisk
NVO
+$459K
5
TAK icon
Takeda Pharmaceutical
TAK
+$423K

Sector Composition

1 Healthcare 23.3%
2 Technology 20.44%
3 Consumer Staples 16.31%
4 Financials 8.36%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$445 ﹤0.01%
222
377
$355 ﹤0.01%
5
378
– –
0
379
– –
0
380
$12 ﹤0.01%
50
381
– –
0
382
– –
0
383
– –
-195
384
– –
-100
385
– –
-800
386
– –
-125
387
– –
-50
388
– –
-40
389
– –
-63
390
– –
-400
391
– –
0
392
– –
0
393
– –
-1,000
394
– –
-8
395
– –
0
396
– –
-456
397
– –
0
398
– –
-62
399
– –
-433,577
400
– –
-65
12 13 14 15
16