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
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.38%
12,593
+8,354
27
$4.32M 1.29%
13,600
+953
28
$4.25M 1.27%
275,016
-11,540
29
$4.15M 1.24%
237,208
-17,116
30
$4.12M 1.23%
101,409
-2,213
31
$3.99M 1.19%
9,774
-251
32
$3.89M 1.16%
69,219
-2,601
33
$3.83M 1.15%
7,645
+3,492
34
$3.81M 1.14%
58,462
+5,553
35
$3.61M 1.08%
28,332
-114
36
$3.58M 1.07%
335,976
-16,031
37
$3.24M 0.97%
103,894
-10,426
38
$3.16M 0.95%
196,813
-10,910
39
$3.13M 0.94%
23,350
-660
40
$3.09M 0.92%
20,227
-277
41
$2.89M 0.86%
18,133
-432
42
$2.83M 0.85%
+8,651
43
$2.78M 0.83%
53,398
-10,822
44
$2.68M 0.8%
11,295
+419
45
$2.64M 0.79%
3,391
-3
46
$2.59M 0.77%
3,286
47
$2.53M 0.76%
65,696
-1,645
48
$2.46M 0.74%
11,767
-433
49
$2.29M 0.69%
+68,425
50
$2.18M 0.65%
31,531
-1,545
1
2
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