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
$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
– –
0
402
– –
-17
403
– –
-36
404
– –
-24
405
– –
-43
406
– –
-2
407
– –
-1,248
408
– –
-156
409
– –
-2,442
410
– –
-61
411
– –
-48
412
– –
-7,000
413
– –
-2,500
414
– –
-5
415
– –
-22
416
– –
-30
417
– –
-91
418
– –
-115
419
– –
-50
420
– –
-11,500
421
– –
-5
13 14 15 16
17