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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.16M
3
+$1.08M
4
TU icon
Telus
TU
+$918K
5
OGN icon
Organon & Co
OGN
+$917K

Top Sells

1
+$900K
2
+$884K
3
+$873K
4
HAIN icon
Hain Celestial
HAIN
+$729K
5
HTO
H2O America
HTO
+$624K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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