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
$261M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.63M
3
+$711K
4
AMRC icon
Ameresco
AMRC
+$508K
5
UN
Unilever NV New York Registry Shares
UN
+$420K

Top Sells

1
+$2.64M
2
+$2.21M
3
+$1.21M
4
HAIN icon
Hain Celestial
HAIN
+$1.15M
5
VOD icon
Vodafone
VOD
+$719K

Sector Composition

1 Healthcare 23.14%
2 Financials 13.51%
3 Consumer Staples 12.45%
4 Technology 11.93%
5 Real Estate 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$690K 0.26%
4,770
77
$678K 0.26%
10,557
+3,610
78
$620K 0.24%
13,404
-148
79
$617K 0.24%
3,868
80
$610K 0.23%
22,693
81
$602K 0.23%
2,659
+200
82
$561K 0.22%
1,744
-32
83
$526K 0.2%
8,765
84
$517K 0.2%
4,845
-600
85
$510K 0.2%
5,037
+12
86
$504K 0.19%
8,550
87
$499K 0.19%
11,990
-1,160
88
$496K 0.19%
9,068
89
$488K 0.19%
81,000
+7,000
90
$479K 0.18%
16,190
+10,895
91
$459K 0.18%
10,555
-131
92
$452K 0.17%
8,080
-377
93
$445K 0.17%
1,365
94
$444K 0.17%
3,918
-85
95
$443K 0.17%
3,562
-200
96
$426K 0.16%
10,350
+1,350
97
$421K 0.16%
2,850
98
$413K 0.16%
24,765
+1,000
99
$411K 0.16%
22,100
+600
100
$402K 0.15%
4,715
-120
2 3
4
5 6