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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.27M
3
+$1.45M
4
ALC icon
Alcon
ALC
+$675K
5
TRMB icon
Trimble
TRMB
+$652K

Top Sells

1
+$1.59M
2
+$1.51M
3
+$1.14M
4
GPC icon
Genuine Parts
GPC
+$739K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 1.38%
54,991
+405
27
$3.48M 1.38%
21,583
-1,345
28
$3.47M 1.38%
55,016
-2,713
29
$3.43M 1.36%
24,660
+647
30
$3.35M 1.33%
17,288
-948
31
$3.14M 1.25%
13,477
+335
32
$3.1M 1.23%
119,888
-2,610
33
$3.06M 1.22%
86,030
-40
34
$2.92M 1.16%
48,321
-2,630
35
$2.69M 1.07%
10,119
-1,151
36
$2.69M 1.07%
10,892
-92
37
$2.67M 1.06%
27,805
-280
38
$2.66M 1.06%
12,384
39
$2.64M 1.05%
37,672
-1,050
40
$2.33M 0.93%
93,413
-47,871
41
$2.32M 0.92%
52,760
+51,260
42
$2.16M 0.86%
9,309
-525
43
$2.09M 0.83%
28,122
-3,405
44
$1.96M 0.78%
45,157
45
$1.78M 0.71%
32,264
+26,923
46
$1.71M 0.68%
13,795
47
$1.62M 0.64%
7,491
-100
48
$1.55M 0.62%
15,562
-7,695
49
$1.41M 0.56%
67,340
+17,325
50
$1.35M 0.54%
39,680
-925
1
2
3 4 5