CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.63%
8,524
-60
52
$1.82M 0.55%
2,953
53
$1.81M 0.54%
15,830
-265
54
$1.8M 0.54%
347,972
-51,061
55
$1.78M 0.53%
116,906
+4,160
56
$1.53M 0.46%
8,690
-343
57
$1.46M 0.44%
11,034
-5
58
$1.45M 0.43%
14,396
+206
59
$1.43M 0.43%
5,139
-260
60
$1.39M 0.41%
15,258
-2,180
61
$1.16M 0.35%
2,392
-1,045
62
$1.12M 0.33%
2,756
63
$1.06M 0.32%
13,915
64
$1.02M 0.31%
5,762
+87
65
$1.02M 0.3%
5,903
66
$998K 0.3%
22,048
-500
67
$987K 0.3%
3,095
68
$941K 0.28%
38,817
-744
69
$931K 0.28%
39,832
+1,618
70
$925K 0.28%
17,859
-2,982
71
$883K 0.26%
9,673
72
$857K 0.26%
6,300
73
$842K 0.25%
10,640
-397
74
$803K 0.24%
8,910
75
$801K 0.24%
3,113
1 2
3
4 5