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
76
$607K 0.24%
11,316
-270
77
$606K 0.24%
13,150
-1,950
78
$602K 0.24%
11,689
+8,967
79
$583K 0.23%
5,445
80
$550K 0.22%
13,552
-150
81
$542K 0.22%
3,868
82
$527K 0.21%
1,776
83
$519K 0.21%
1,365
84
$512K 0.2%
2,459
85
$491K 0.2%
8,457
-620
86
$473K 0.19%
8,550
+4,000
87
$472K 0.19%
5,025
88
$454K 0.18%
2,045
89
$450K 0.18%
8,765
90
$445K 0.18%
3,762
+1,600
91
$435K 0.17%
4,003
+2,485
92
$432K 0.17%
9,068
93
$429K 0.17%
74,000
-9,700
94
$407K 0.16%
3,397
+400
95
$405K 0.16%
10,686
-1,184
96
$388K 0.15%
8,698
+1,493
97
$378K 0.15%
23,765
-1,480
98
$374K 0.15%
2,850
99
$373K 0.15%
21,500
100
$373K 0.15%
3,333
+10
2 3
4
5 6