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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.25M
3
+$1.25M
4
GSK icon
GSK
GSK
+$867K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$475K

Top Sells

1
+$2.01M
2
+$1.02M
3
+$966K
4
AGI icon
Alamos Gold
AGI
+$623K
5
XRAY icon
Dentsply Sirona
XRAY
+$618K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
+170
427
$4K ﹤0.01%
+50
428
$3K ﹤0.01%
+45
429
$3K ﹤0.01%
+18
430
– –
0
431
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+40
432
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+50
433
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+13
434
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436
$2K ﹤0.01%
+25
437
$2K ﹤0.01%
+60
438
$2K ﹤0.01%
+59
439
$2K ﹤0.01%
+50
440
$2K ﹤0.01%
+50
441
$2K ﹤0.01%
+50
442
$2K ﹤0.01%
+25
443
$2K ﹤0.01%
+1
444
$2K ﹤0.01%
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445
$2K ﹤0.01%
+10
446
$2K ﹤0.01%
+50
447
$2K ﹤0.01%
+30
448
$2K ﹤0.01%
+75
449
$2K ﹤0.01%
+40
450
$2K ﹤0.01%
+8
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