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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$653K
4
DOW icon
Dow Inc
DOW
+$479K
5
NEM icon
Newmont
NEM
+$401K

Top Sells

1
+$3.24M
2
+$1.02M
3
+$970K
4
CSCO icon
Cisco
CSCO
+$933K
5
AAPL icon
Apple
AAPL
+$850K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.51%
10,810
-810
52
$1.19M 0.49%
9,031
-1,510
53
$1.19M 0.49%
4,042
-15
54
$1.09M 0.45%
9,530
-270
55
$1.02M 0.42%
12,126
+640
56
$997K 0.41%
+50,015
57
$888K 0.36%
9,783
-1,125
58
$875K 0.36%
21,160
-150
59
$868K 0.36%
12,280
-1,500
60
$865K 0.36%
11,890
+357
61
$841K 0.35%
16,605
-350
62
$810K 0.33%
14,960
-2,080
63
$793K 0.33%
13,380
-1,005
64
$761K 0.31%
4,359
+91
65
$757K 0.31%
29,904
+2,105
66
$740K 0.3%
50,250
-5,100
67
$687K 0.28%
4,920
-5
68
$681K 0.28%
21,673
-10,558
69
$675K 0.28%
15,100
-8,650
70
$643K 0.26%
15,990
-300
71
$636K 0.26%
13,702
72
$615K 0.25%
5,502
+265
73
$596K 0.24%
9,077
-1,300
74
$594K 0.24%
11,586
-1,884
75
$594K 0.24%
7,751
+850
1 2
3
4 5