CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.25M
3
+$1.25M
4
GSK icon
GSK
GSK
+$867K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$475K

Top Sells

1
+$2.01M
2
+$1.02M
3
+$966K
4
AGI icon
Alamos Gold
AGI
+$623K
5
XRAY icon
Dentsply Sirona
XRAY
+$618K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
+324
402
$6K ﹤0.01%
+26
403
$6K ﹤0.01%
+417
404
$6K ﹤0.01%
+18
405
$6K ﹤0.01%
+172
406
$6K ﹤0.01%
+144
407
$6K ﹤0.01%
+75
408
$6K ﹤0.01%
+25
409
$6K ﹤0.01%
+325
410
$6K ﹤0.01%
+200
411
$6K ﹤0.01%
+98
412
$5K ﹤0.01%
+20
413
$5K ﹤0.01%
+100
414
$5K ﹤0.01%
+12
415
$5K ﹤0.01%
+350
416
$5K ﹤0.01%
+20
417
$5K ﹤0.01%
+34
418
$5K ﹤0.01%
+101
419
$5K ﹤0.01%
+240
420
$5K ﹤0.01%
+300
421
$4K ﹤0.01%
+166
422
$4K ﹤0.01%
+10
423
$4K ﹤0.01%
+25
424
$4K ﹤0.01%
+132
425
$4K ﹤0.01%
+18
15 16
17
18 19