We are live on ! Find out more
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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.47M
3
+$1.51M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.43M
5
OGN icon
Organon & Co
OGN
+$1.21M

Top Sells

1
+$1.02M
2
+$535K
3
+$450K
4
CL icon
Colgate-Palmolive
CL
+$389K
5
SFM icon
Sprouts Farmers Market
SFM
+$357K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31 ﹤0.01%
50
402
– –
0
403
$2 ﹤0.01%
+1
404
– –
0
405
– –
-139
406
– –
-50
407
– –
-12
408
– –
-2,500
409
– –
-2,500
410
– –
-20
411
– –
-8
412
– –
-369
413
– –
-88
414
– –
-6
415
– –
-20
416
– –
-250
417
– –
-59
418
– –
-5
419
– –
-1
420
– –
-503
421
– –
-22
422
– –
-250
423
– –
-142
424
– –
-1
425
– –
-11
14 15 16
17
18