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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.27M
3
+$1.45M
4
ALC icon
Alcon
ALC
+$675K
5
TRMB icon
Trimble
TRMB
+$652K

Top Sells

1
+$1.59M
2
+$1.51M
3
+$1.14M
4
GPC icon
Genuine Parts
GPC
+$739K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$168K 0.07%
+7,500
152
$159K 0.06%
33,000
-2,000
153
$159K 0.06%
1,670
154
$156K 0.06%
905
155
$154K 0.06%
2,650
156
$153K 0.06%
4,731
157
$147K 0.06%
8,750
158
$147K 0.06%
43,000
159
$144K 0.06%
+1,000
160
$143K 0.06%
2,688
161
$139K 0.06%
630
162
$128K 0.05%
4,500
163
$125K 0.05%
177
164
$122K 0.05%
1,971
165
$121K 0.05%
944
166
$117K 0.05%
4,271
167
$115K 0.05%
985
-16
168
$109K 0.04%
1,260
-700
169
$106K 0.04%
60,000
170
$102K 0.04%
2,500
171
$102K 0.04%
675
-100
172
$100K 0.04%
1,000
173
$100K 0.04%
4,212
-15,312
174
$100K 0.04%
1,811
+951
175
$99K 0.04%
550
5 6
7
8 9