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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.67M
3
+$1.89M
4
VOD icon
Vodafone
VOD
+$1.26M
5
TU icon
Telus
TU
+$1.05M

Top Sells

1
+$4.54M
2
+$3.69M
3
+$2.8M
4
PG icon
Procter & Gamble
PG
+$2.63M
5
AAPL icon
Apple
AAPL
+$2.35M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.44%
27,445
+45
27
$2.47M 1.38%
15,637
-8,792
28
$2.44M 1.37%
48,120
+8,350
29
$2.18M 1.22%
9,724
-1,116
30
$2.05M 1.15%
76,580
+64,475
31
$1.88M 1.05%
172,257
+171,950
32
$1.85M 1.04%
23,089
+18,244
33
$1.75M 0.98%
67,228
-52,145
34
$1.7M 0.95%
14,181
+386
35
$1.69M 0.94%
7,340
-3,290
36
$1.6M 0.89%
43,415
-7,165
37
$1.53M 0.85%
22,869
-2,613
38
$1.51M 0.84%
88,444
+5,919
39
$1.49M 0.83%
10,470
-21,724
40
$1.25M 0.7%
72,182
-6,256
41
$1.24M 0.69%
39,412
-2,050
42
$1.22M 0.68%
11,883
-5,935
43
$1.2M 0.67%
9,974
-16,525
44
$1.18M 0.66%
7,081
-410
45
$1.11M 0.62%
20,693
-28,109
46
$1.09M 0.61%
31,664
-600
47
$1.08M 0.61%
3,817
-161
48
$1.03M 0.57%
9,252
-1,536
49
$966K 0.54%
13,153
-35,586
50
$947K 0.53%
8,300
-16,739
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