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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$164K 0.06%
4,896
-250
152
$161K 0.06%
1,377
+2
153
$156K 0.06%
2,127
154
$154K 0.06%
1,670
-32
155
$152K 0.05%
2,200
156
$152K 0.05%
2,161
157
$152K 0.05%
694
+70
158
$151K 0.05%
30,000
159
$149K 0.05%
13,000
+2,500
160
$148K 0.05%
1,400
161
$146K 0.05%
+2,352
162
$144K 0.05%
5,139
+5
163
$142K 0.05%
725
164
$142K 0.05%
661
+29
165
$138K 0.05%
648
-143
166
$138K 0.05%
1,931
-435
167
$137K 0.05%
2,847
+975
168
$136K 0.05%
4,298
169
$135K 0.05%
2,964
170
$134K 0.05%
1,335
171
$134K 0.05%
566
-66
172
$132K 0.05%
740
173
$127K 0.05%
2,775
174
$125K 0.04%
1,553
175
$125K 0.04%
2,550
-300
5 6
7
8 9