CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.15M
3
+$1.11M
4
UTMD icon
Utah Medical Products
UTMD
+$911K
5
TU icon
Telus
TU
+$897K

Top Sells

1
+$1.04M
2
+$900K
3
+$777K
4
HAIN icon
Hain Celestial
HAIN
+$686K
5
GIS icon
General Mills
GIS
+$618K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
0
452
– –
0
453
– –
-62
454
– –
0
455
– –
-74
456
– –
-825
457
– –
0
458
– –
0
459
– –
-46
460
– –
-1
461
– –
-136
462
– –
0
463
– –
0
464
– –
-683
465
– –
0
466
– –
0
467
– –
0
468
– –
-80
469
– –
0
470
– –
-69
471
– –
-130
472
– –
-18
473
– –
-134
474
– –
-55
475
– –
0
16 17 18
19
20