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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
$283M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.91M
3
+$1.87M
4
SNN icon
Smith & Nephew
SNN
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1
+$514K
2
+$432K
3
+$413K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$410K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$405K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 14.94%
3 Technology 14.67%
4 Financials 12.15%
5 Real Estate 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
250
402
$7K ﹤0.01%
324
403
$7K ﹤0.01%
+35
404
$7K ﹤0.01%
89
405
$7K ﹤0.01%
150
406
$7K ﹤0.01%
74
407
$7K ﹤0.01%
+58
408
$7K ﹤0.01%
+90
409
$7K ﹤0.01%
75
410
$7K ﹤0.01%
32
411
$7K ﹤0.01%
324
412
$6K ﹤0.01%
+43
413
$6K ﹤0.01%
+11
414
$6K ﹤0.01%
350
415
$6K ﹤0.01%
26
416
$6K ﹤0.01%
+79
417
$6K ﹤0.01%
20
418
$6K ﹤0.01%
+16
419
$5K ﹤0.01%
+224
420
$5K ﹤0.01%
150
-685
421
$5K ﹤0.01%
25
422
$5K ﹤0.01%
417
423
$5K ﹤0.01%
+41
424
$5K ﹤0.01%
172
425
$5K ﹤0.01%
+200
15 16
17
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