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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
$226M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$657K
3
+$508K
4
AMAL icon
Amalgamated Financial
AMAL
+$463K
5
AMRC icon
Ameresco
AMRC
+$449K

Top Sells

1
+$3.96M
2
+$836K
3
+$382K
4
CL icon
Colgate-Palmolive
CL
+$330K
5
GIS icon
General Mills
GIS
+$275K

Sector Composition

1 Healthcare 24.34%
2 Technology 20.3%
3 Consumer Staples 15.51%
4 Real Estate 8.47%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-11,500
402
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-5
403
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-43
404
– –
-2
405
– –
-1,248
406
– –
-156
407
– –
-2,442
408
– –
-61
409
– –
-5
410
– –
-22
411
– –
-30
412
– –
-330
413
– –
-418
414
– –
-91
415
– –
-386
416
– –
-1
417
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-4,000
418
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-24
419
– –
-48
420
– –
-7,000
421
– –
-2,500
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