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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.67M
3
+$1.89M
4
VOD icon
Vodafone
VOD
+$1.26M
5
TU icon
Telus
TU
+$1.05M

Top Sells

1
+$4.54M
2
+$3.69M
3
+$2.8M
4
PG icon
Procter & Gamble
PG
+$2.63M
5
AAPL icon
Apple
AAPL
+$2.35M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.25%
13,490
-1,400
77
$427K 0.24%
19,374
-11,621
78
$408K 0.23%
4,080
-4,615
79
$399K 0.22%
2,820
-250
80
$391K 0.22%
8,550
81
$383K 0.21%
20,900
-1,200
82
$382K 0.21%
29,305
+4,540
83
$363K 0.2%
4,028
+110
84
$350K 0.2%
5,192
-8,885
85
$324K 0.18%
8,682
-5,385
86
$322K 0.18%
4,502
-213
87
$312K 0.17%
5,600
-4,957
88
$307K 0.17%
2,675
-175
89
$306K 0.17%
3,580
+18
90
$299K 0.17%
6,692
+5,900
91
$296K 0.17%
3,890
-7,900
92
$295K 0.16%
2,778
-4,530
93
$281K 0.16%
3,564
-8,400
94
$275K 0.15%
1,950
-150
95
$270K 0.15%
8,066
96
$266K 0.15%
7,751
-184
97
$265K 0.15%
5,983
-833
98
$263K 0.15%
1,446
99
$262K 0.15%
1,476
-55
100
$261K 0.15%
2,161
-7
2 3
4
5 6