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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.16M
3
+$1.08M
4
TU icon
Telus
TU
+$918K
5
OGN icon
Organon & Co
OGN
+$917K

Top Sells

1
+$900K
2
+$884K
3
+$873K
4
HAIN icon
Hain Celestial
HAIN
+$729K
5
HTO
H2O America
HTO
+$624K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$193K 0.08%
788
-150
127
$192K 0.08%
1,176
-32
128
$186K 0.08%
3,410
-220
129
$180K 0.08%
1,570
130
$179K 0.08%
976
131
$176K 0.08%
1,436
-595
132
$170K 0.07%
808
-100
133
$167K 0.07%
2,245
-911
134
$166K 0.07%
866
+650
135
$166K 0.07%
725
-20
136
$164K 0.07%
9,175
-5,480
137
$163K 0.07%
1,752
-200
138
$159K 0.07%
2,104
-1,400
139
$159K 0.07%
3,000
140
$158K 0.07%
1,670
141
$155K 0.07%
1,584
-50
142
$153K 0.07%
500
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143
$153K 0.07%
835
-285
144
$149K 0.06%
8,066
145
$148K 0.06%
4,896
146
$145K 0.06%
1,727
-400
147
$145K 0.06%
4,470
148
$144K 0.06%
882
-71
149
$142K 0.06%
569
-300
150
$141K 0.06%
1,849
4 5
6
7 8