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
$268M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2M
3
+$1.86M
4
ADP icon
Automatic Data Processing
ADP
+$1.11M
5
CSCO icon
Cisco
CSCO
+$983K

Top Sells

1
+$2.1M
2
+$2.02M
3
+$1M
4
DOC icon
Healthpeak Properties
DOC
+$849K
5
TAK icon
Takeda Pharmaceutical
TAK
+$481K

Sector Composition

1 Technology 25.13%
2 Healthcare 20.85%
3 Consumer Staples 15.7%
4 Financials 8.41%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-1,413
402
– –
-60
403
– –
-209
404
– –
-1,500
13 14 15 16
17