CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.23K ﹤0.01%
138
377
$1.18K ﹤0.01%
11
378
– –
-60
379
$1.07K ﹤0.01%
3
380
$943 ﹤0.01%
9
381
$924 ﹤0.01%
19
-71
382
$912 ﹤0.01%
3
383
$795 ﹤0.01%
+15
384
$777 ﹤0.01%
20
385
$645 ﹤0.01%
113
386
$623 ﹤0.01%
418
387
$377 ﹤0.01%
12
-5
388
$269 ﹤0.01%
222
389
$250 ﹤0.01%
1
-50
390
– –
-5
391
$208 ﹤0.01%
1
-17
392
$187 ﹤0.01%
200
393
$124 ﹤0.01%
30
394
$105 ﹤0.01%
30
395
$102 ﹤0.01%
5
396
$99 ﹤0.01%
1
-15
397
– –
-25
398
$72 ﹤0.01%
1
-106
399
$61 ﹤0.01%
85
400
$45 ﹤0.01%
1
-28
14 15
16
17 18