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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.47M
3
+$1.51M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.43M
5
OGN icon
Organon & Co
OGN
+$1.21M

Top Sells

1
+$1.02M
2
+$535K
3
+$450K
4
CL icon
Colgate-Palmolive
CL
+$389K
5
SFM icon
Sprouts Farmers Market
SFM
+$357K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-59
427
– –
-503
428
– –
-22
429
– –
-250
430
– –
-46
431
– –
-4
432
– –
-1
433
– –
-11
434
– –
-552
435
– –
-63
436
– –
0
437
– –
-2
438
– –
-10
439
– –
-476
440
– –
-616
441
– –
-105
14 15 16 17
18