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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

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%
+580
402
$3K ﹤0.01%
12
-12
403
$3K ﹤0.01%
100
404
$3K ﹤0.01%
10
-10
405
$3K ﹤0.01%
350
406
$3K ﹤0.01%
+16
407
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+40
408
$3K ﹤0.01%
45
-45
409
$2K ﹤0.01%
13
-13
410
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9
-8
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$2K ﹤0.01%
+13
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50
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100
414
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14
415
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23
416
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25
-25
417
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15
418
$1K ﹤0.01%
3
419
– –
-130,116
420
– –
-60
421
– –
-7,500
422
– –
-2,131
423
– –
-30
424
– –
-150
425
– –
0
14 15 16
17
18