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
101
$353K 0.11%
2,154
102
$352K 0.11%
4,650
-100
103
$349K 0.1%
1,598
104
$345K 0.1%
1,182
105
$321K 0.1%
971
106
$310K 0.09%
3,022
107
$290K 0.09%
931
-725
108
$280K 0.08%
1,263
-336
109
$278K 0.08%
932
+232
110
$265K 0.08%
226
-1
111
$257K 0.08%
1,060
112
$245K 0.07%
4,525
113
$243K 0.07%
6,800
114
$241K 0.07%
679
115
$241K 0.07%
1,904
116
$236K 0.07%
2,460
-48
117
$233K 0.07%
663
118
$233K 0.07%
2,359
-115
119
$233K 0.07%
4,470
120
$232K 0.07%
665
-210
121
$228K 0.07%
538
122
$225K 0.07%
859
123
$225K 0.07%
4,855
124
$225K 0.07%
9,268
-970
125
$224K 0.07%
735
-91
3 4
5
6 7