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
$261M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.63M
3
+$711K
4
AMRC icon
Ameresco
AMRC
+$508K
5
UN
Unilever NV New York Registry Shares
UN
+$420K

Top Sells

1
+$2.64M
2
+$2.21M
3
+$1.21M
4
HAIN icon
Hain Celestial
HAIN
+$1.15M
5
VOD icon
Vodafone
VOD
+$719K

Sector Composition

1 Healthcare 23.14%
2 Financials 13.51%
3 Consumer Staples 12.45%
4 Technology 11.93%
5 Real Estate 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.11%
3,642
+20
127
$275K 0.11%
15,000
128
$268K 0.1%
9,068
129
$268K 0.1%
9,180
130
$263K 0.1%
8,066
131
$263K 0.1%
5,960
+5,900
132
$262K 0.1%
4,320
133
$257K 0.1%
3,078
134
$251K 0.1%
2,168
+1,183
135
$239K 0.09%
3,068
+67
136
$234K 0.09%
29,000
-4,000
137
$231K 0.09%
2,251
138
$228K 0.09%
1,550
139
$201K 0.08%
3,000
-440
140
$197K 0.08%
2,807
+53
141
$191K 0.07%
1,387
142
$189K 0.07%
5,730
143
$186K 0.07%
1,861
144
$186K 0.07%
7,500
145
$185K 0.07%
+6,286
146
$184K 0.07%
2,325
+1,335
147
$184K 0.07%
1,220
-150
148
$184K 0.07%
1,535
149
$183K 0.07%
2,500
-135
150
$182K 0.07%
1,700
4 5
6
7 8