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
$218M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.2M
3
+$1.55M
4
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.33M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.32M

Top Sells

1
+$1.39M
2
+$1.1M
3
+$984K
4
WTRG icon
Essential Utilities
WTRG
+$955K
5
TU icon
Telus
TU
+$851K

Sector Composition

1 Technology 16.89%
2 Industrials 15.66%
3 Healthcare 15.13%
4 Consumer Staples 12.59%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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