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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$138K 0.04%
3,516
152
$129K 0.04%
1,061
-40
153
$126K 0.04%
2,763
-537
154
$125K 0.04%
1,974
155
$123K 0.04%
10,971
156
$120K 0.04%
1,260
157
$118K 0.04%
1,140
158
$118K 0.04%
+60
159
$114K 0.04%
2,514
-5,090
160
$113K 0.04%
1,416
161
$112K 0.04%
474
-76
162
$111K 0.04%
633
163
$111K 0.04%
350
164
$107K 0.03%
650
165
$107K 0.03%
680
166
$104K 0.03%
1,500
167
$99.7K 0.03%
500
168
$99.3K 0.03%
575
169
$98.8K 0.03%
100
170
$95.6K 0.03%
6,653
171
$94.6K 0.03%
2,400
172
$94.5K 0.03%
867
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173
$93.2K 0.03%
158
174
$93.1K 0.03%
1,189
175
$92.8K 0.03%
1,100
5 6
7
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