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
$191M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.3M
3
+$749K
4
HR icon
Healthcare Realty
HR
+$483K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$437K

Top Sells

1
+$3.95M
2
+$2.42M
3
+$1.4M
4
LKFN icon
Lakeland Financial Corp
LKFN
+$1.16M
5
NVO icon
Novo Nordisk
NVO
+$883K

Sector Composition

1 Healthcare 23.87%
2 Technology 13.72%
3 Consumer Staples 13.26%
4 Financials 12.2%
5 Real Estate 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.14%
1,425
-51
102
$260K 0.14%
6,300
-11,700
103
$258K 0.13%
9,180
104
$257K 0.13%
2,228
-550
105
$254K 0.13%
5,683
-300
106
$243K 0.13%
4,048
107
$240K 0.13%
1,375
-175
108
$233K 0.12%
6,477
-56
109
$227K 0.12%
2,251
110
$226K 0.12%
1,320
-120
111
$226K 0.12%
5,060
-795
112
$224K 0.12%
927
113
$223K 0.12%
2,279
-457
114
$219K 0.11%
+3,704
115
$218K 0.11%
1,957
-290
116
$217K 0.11%
2,807
117
$212K 0.11%
3,000
118
$212K 0.11%
3,265
-9,875
119
$210K 0.11%
850
120
$207K 0.11%
1,535
121
$196K 0.1%
1,387
122
$194K 0.1%
1,700
-376
123
$193K 0.1%
662
124
$190K 0.1%
625
125
$190K 0.1%
20,000
3 4
5
6 7