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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.27M
3
+$1.45M
4
ALC icon
Alcon
ALC
+$675K
5
TRMB icon
Trimble
TRMB
+$652K

Top Sells

1
+$1.59M
2
+$1.51M
3
+$1.14M
4
GPC icon
Genuine Parts
GPC
+$739K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.51%
17,594
-22,455
52
$1.19M 0.47%
10,810
53
$1.17M 0.47%
11,892
-400
54
$1.17M 0.46%
4,008
-34
55
$1.1M 0.44%
7,920
-1,111
56
$1.1M 0.44%
8,480
-1,050
57
$1.05M 0.42%
13,280
+1,000
58
$1.04M 0.41%
57,475
-6,925
59
$1.01M 0.4%
12,089
-37
60
$894K 0.36%
19,931
-1,229
61
$893K 0.35%
11,790
-100
62
$879K 0.35%
16,605
63
$869K 0.35%
13,380
64
$860K 0.34%
14,080
-880
65
$859K 0.34%
9,783
66
$808K 0.32%
50,250
67
$807K 0.32%
28,228
-1,676
68
$777K 0.31%
6,606
+1,104
69
$730K 0.29%
10,343
+2,592
70
$722K 0.29%
4,268
-91
71
$677K 0.27%
22,693
+1,020
72
$656K 0.26%
+11,254
73
$652K 0.26%
16,790
+16,200
74
$640K 0.25%
15,290
-700
75
$622K 0.25%
4,770
-150
1 2
3
4 5