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
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.65M
3
+$3.02M
4
VMI icon
Valmont Industries
VMI
+$2.65M
5
BWA icon
BorgWarner
BWA
+$2.1M

Top Sells

1
+$2.34M
2
+$994K
3
+$847K
4
AAPL icon
Apple
AAPL
+$787K
5
HTO
H2O America
HTO
+$575K

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
151
$138K 0.04%
1,118
+57
152
$135K 0.04%
2,921
-26
153
$122K 0.04%
1,822
154
$122K 0.04%
1,727
155
$121K 0.04%
474
156
$120K 0.04%
3,306
-67,705
157
$120K 0.04%
10,971
158
$116K 0.03%
633
159
$116K 0.03%
1,140
160
$113K 0.03%
6,665
-1,607
161
$110K 0.03%
1,416
162
$109K 0.03%
738
+58
163
$109K 0.03%
534
164
$108K 0.03%
500
165
$102K 0.03%
1,275
166
$102K 0.03%
575
167
$101K 0.03%
650
168
$99.9K 0.03%
96
-4
169
$99.7K 0.03%
365
170
$98K 0.03%
2,400
171
$97.3K 0.03%
1,043
-59
172
$96.5K 0.03%
1,500
173
$95.8K 0.03%
1,052
174
$93.6K 0.03%
1,189
175
$93.5K 0.03%
6,653
5 6
7
8 9