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
126
$222K 0.07%
787
-175
127
$215K 0.06%
6,457
-3,200
128
$213K 0.06%
1,755
129
$210K 0.06%
286
130
$208K 0.06%
1,424
131
$198K 0.06%
1,004
+72
132
$196K 0.06%
850
-100
133
$180K 0.05%
671
134
$177K 0.05%
404
135
$176K 0.05%
6,093
136
$172K 0.05%
751
137
$171K 0.05%
350
138
$166K 0.05%
1,000
139
$162K 0.05%
473
140
$159K 0.05%
568
141
$156K 0.05%
1,168
-118
142
$150K 0.04%
1,100
143
$150K 0.04%
500
144
$149K 0.04%
655
145
$145K 0.04%
454
146
$145K 0.04%
2,763
147
$144K 0.04%
1,962
-12
148
$143K 0.04%
3,486
-30
149
$143K 0.04%
322
-4
150
$141K 0.04%
245
4 5
6
7 8