We are live on ! Find out more
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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.31M
3
+$2.07M
4
MCO icon
Moody's
MCO
+$1.81M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.66M

Top Sells

1
+$4.02M
2
+$2.45M
3
+$1.66M
4
OGN icon
Organon & Co
OGN
+$1.34M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.03M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-1,698
477
– –
-2,745
478
– –
-150
479
– –
-15
480
– –
-1,616
481
– –
-363
482
– –
-77
483
– –
-53
484
– –
-146
485
– –
-86
486
– –
-108
487
– –
-173
488
– –
-6
489
– –
-4,096
490
– –
-58
491
– –
-1,225
492
– –
-568
16 17 18 19
20