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
451
$1K ﹤0.01%
+55
452
$1K ﹤0.01%
+7
453
$1K ﹤0.01%
+20
454
$1K ﹤0.01%
+100
455
– –
-15,000
456
– –
0
457
– –
0
458
– –
-27,590
459
$0 ﹤0.01%
+6
460
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0
461
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0
462
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0
463
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-30,000
464
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-14,000
465
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0
466
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467
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468
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469
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470
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473
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475
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0
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