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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.97M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.53M

Top Sells

1
+$7.86M
2
+$1.72M
3
+$1.39M
4
GILD icon
Gilead Sciences
GILD
+$1.33M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.3M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-350
427
– –
-371
428
– –
-22
429
– –
-55
430
– –
-340
431
– –
0
432
– –
-328
433
– –
-13
434
– –
-612
435
– –
-295
436
– –
0
437
– –
-1,250
438
– –
-6,055
439
– –
-18
440
– –
0
441
– –
0
442
– –
-591
443
– –
0
444
– –
0
445
– –
-150
446
– –
-30
447
– –
-2,131
448
– –
-7,500
449
– –
-60
450
– –
0
14 15 16 17
18