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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
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.97M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.53M

Top Sells

1
+$7.86M
2
+$1.72M
3
+$1.39M
4
GILD icon
Gilead Sciences
GILD
+$1.33M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.3M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
100
402
$3K ﹤0.01%
12
-12
403
$3K ﹤0.01%
45
-45
404
$3K ﹤0.01%
+40
405
$3K ﹤0.01%
+16
406
$3K ﹤0.01%
10
-10
407
$3K ﹤0.01%
350
408
$3K ﹤0.01%
+580
409
$2K ﹤0.01%
25
-25
410
$2K ﹤0.01%
23
411
$2K ﹤0.01%
100
412
$2K ﹤0.01%
+13
413
$2K ﹤0.01%
9
-8
414
$2K ﹤0.01%
13
-13
415
$2K ﹤0.01%
50
416
$2K ﹤0.01%
15
417
$2K ﹤0.01%
14
418
$1K ﹤0.01%
3
419
– –
-350
420
– –
-371
421
– –
-340
422
– –
0
423
– –
-328
424
– –
-34
425
– –
-340
14 15 16
17
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