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
$283M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.91M
3
+$1.87M
4
SNN icon
Smith & Nephew
SNN
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1
+$514K
2
+$432K
3
+$413K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$410K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$405K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 14.94%
3 Technology 14.67%
4 Financials 12.15%
5 Real Estate 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-5,000
477
– –
0
478
– –
0
479
– –
0
480
– –
0
481
– –
-4,165
482
– –
0
483
– –
-257
484
– –
-13
485
– –
0
486
– –
0
487
– –
-75
488
– –
0
489
– –
-320
490
– –
0
491
– –
0
492
– –
-155
493
– –
-710
494
– –
0
495
– –
-600
496
– –
0
497
– –
-55
498
– –
-1,900
499
– –
-40
500
– –
0
17 18 19
20
21