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
76
$790K 0.24%
4,254
-211
77
$698K 0.21%
705
-6
78
$667K 0.2%
1,187
79
$639K 0.19%
5,150
-389
80
$620K 0.19%
5,882
-43
81
$612K 0.18%
2,948
-10
82
$605K 0.18%
4,160
83
$566K 0.17%
1,954
84
$522K 0.16%
11,485
85
$518K 0.15%
4,387
+60
86
$509K 0.15%
2,319
+38
87
$486K 0.15%
6,996
88
$473K 0.14%
12,729
89
$461K 0.14%
835
90
$456K 0.14%
2,995
+53
91
$455K 0.14%
8,620
-1,025
92
$450K 0.13%
1,810
-170
93
$441K 0.13%
4,493
-447
94
$436K 0.13%
4,043
+122
95
$420K 0.13%
5,938
+161
96
$412K 0.12%
5,900
97
$401K 0.12%
4,101
98
$392K 0.12%
1,596
99
$384K 0.11%
3,888
100
$355K 0.11%
670
2 3
4
5 6