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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$653K
4
DOW icon
Dow Inc
DOW
+$479K
5
NEM icon
Newmont
NEM
+$401K

Top Sells

1
+$3.24M
2
+$1.02M
3
+$970K
4
CSCO icon
Cisco
CSCO
+$933K
5
AAPL icon
Apple
AAPL
+$850K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.36%
22,911
+586
27
$3.22M 1.32%
24,013
-348
28
$3.16M 1.3%
26,855
-210
29
$3.15M 1.29%
57,729
-4,140
30
$3.13M 1.28%
122,498
-5,614
31
$3.07M 1.26%
13,142
+2,829
32
$2.94M 1.21%
11,270
-1,137
33
$2.94M 1.21%
22,420
+105
34
$2.91M 1.2%
50,951
-1,069
35
$2.75M 1.13%
86,070
-1,670
36
$2.74M 1.12%
40,049
-9,030
37
$2.7M 1.11%
10,984
-482
38
$2.7M 1.11%
38,722
-337
39
$2.69M 1.1%
28,085
40
$2.57M 1.06%
12,384
+544
41
$2.41M 0.99%
23,257
-3,605
42
$2.39M 0.98%
31,527
-5,365
43
$2.07M 0.85%
45,157
-475
44
$2.04M 0.84%
9,834
-395
45
$1.75M 0.72%
84,330
-146,268
46
$1.67M 0.69%
40,605
+1,034
47
$1.6M 0.66%
13,795
-575
48
$1.56M 0.64%
7,591
+330
49
$1.5M 0.62%
12,292
-2,330
50
$1.4M 0.58%
64,400
-24,875
1
2
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