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

Top Buys

1
+$2.59M
2
+$2.3M
3
+$1.63M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.38M
5
DOC icon
Healthpeak Properties
DOC
+$1.33M

Top Sells

1
+$1.37M
2
+$1.09M
3
+$1.02M
4
HLIO icon
Helios Technologies
HLIO
+$1M
5
TU icon
Telus
TU
+$848K

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
$150K 0.07%
13,300
-14,605
127
– –
-1,662
128
– –
-1,075
129
– –
-433
130
– –
-950
131
– –
-3,344
132
– –
-1,848
133
– –
-500
134
– –
-800
135
– –
-859
136
– –
0
137
– –
-200
138
– –
-736
139
– –
-2,100
140
– –
-475
141
– –
-630
142
– –
-745
143
– –
-788
144
– –
-366
145
– –
-1,726
146
– –
-170
147
– –
-565
148
– –
-400
149
– –
-1,950
150
– –
-344
4 5
6
7 8