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
$269M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.25M
3
+$1.25M
4
GSK icon
GSK
GSK
+$867K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$475K

Top Sells

1
+$2.01M
2
+$1.02M
3
+$966K
4
AGI icon
Alamos Gold
AGI
+$623K
5
XRAY icon
Dentsply Sirona
XRAY
+$618K

Sector Composition

1 Healthcare 19.25%
2 Consumer Staples 15.03%
3 Technology 14.37%
4 Financials 11.95%
5 Real Estate 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.13%
2,776
-200
102
$350K 0.13%
1,202
+175
103
$348K 0.13%
2,251
104
$344K 0.13%
1,563
+200
105
$340K 0.13%
2,200
106
$326K 0.12%
6,077
107
$326K 0.12%
920
108
$317K 0.12%
1,636
109
$314K 0.12%
41,000
-73,000
110
$311K 0.12%
8,250
111
$302K 0.11%
763
+122
112
$298K 0.11%
215
113
$297K 0.11%
4,048
114
$296K 0.11%
2,155
115
$293K 0.11%
4,640
116
$293K 0.11%
2,495
117
$289K 0.11%
4,302
+281
118
$288K 0.11%
1,003
119
$286K 0.11%
5,278
120
$279K 0.1%
3,339
+105
121
$273K 0.1%
790
122
$272K 0.1%
1,752
+35
123
$269K 0.1%
2,165
124
$267K 0.1%
1,123
+100
125
$265K 0.1%
1,118
+243
3 4
5
6 7