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
$233M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$777K
3
+$721K
4
UNFI icon
United Natural Foods
UNFI
+$561K
5
DGX icon
Quest Diagnostics
DGX
+$503K

Top Sells

1
+$1.63M
2
+$1.32M
3
+$1.3M
4
MSEX icon
Middlesex Water
MSEX
+$682K
5
PG icon
Procter & Gamble
PG
+$603K

Sector Composition

1 Healthcare 17%
2 Technology 16.23%
3 Consumer Staples 12.55%
4 Industrials 11.62%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91K 0.04%
1,700
152
$87K 0.04%
1,915
-120
153
$87K 0.04%
1,264
154
$86K 0.04%
6,000
155
$85K 0.04%
809
-1,100
156
$85K 0.04%
1,250
-425
157
$84K 0.04%
800
158
$83K 0.04%
800
159
$82K 0.04%
2,400
160
$82K 0.04%
808
161
$81K 0.03%
850
-100
162
$70K 0.03%
550
+330
163
$70K 0.03%
1,266
164
$70K 0.03%
4,794
165
$67K 0.03%
428
166
$67K 0.03%
990
167
$63K 0.03%
2,400
168
$62K 0.03%
4,500
169
$62K 0.03%
1,000
170
$60K 0.03%
1,840
171
$59K 0.03%
784
+80
172
$57K 0.02%
600
173
$57K 0.02%
1,500
174
$55K 0.02%
1,250
+550
175
$53K 0.02%
900
5 6
7
8 9