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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.67M
3
+$1.89M
4
VOD icon
Vodafone
VOD
+$1.26M
5
TU icon
Telus
TU
+$1.05M

Top Sells

1
+$4.54M
2
+$3.69M
3
+$2.8M
4
PG icon
Procter & Gamble
PG
+$2.63M
5
AAPL icon
Apple
AAPL
+$2.35M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
32
402
$0 ﹤0.01%
9
403
– –
-1,100
404
– –
-500
405
– –
-180
406
– –
-45
407
– –
0
408
– –
-492
409
– –
0
410
– –
-458
411
– –
-270
412
– –
-9,275
413
– –
-11,100
414
– –
-8,765
415
– –
-1,666
416
– –
-100
417
– –
-814
418
– –
-100
419
– –
-20,150
13 14 15 16
17