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
176
$53K 0.02%
1,200
177
$52K 0.02%
995
-510
178
$51K 0.02%
1,420
+200
179
$50K 0.02%
+313
180
$50K 0.02%
1,500
181
$49K 0.02%
1,800
-1,000
182
$45K 0.02%
389
-40
183
$45K 0.02%
790
184
$45K 0.02%
509
185
$45K 0.02%
500
186
$44K 0.02%
2,870
-150
187
$41K 0.02%
3,700
188
$41K 0.02%
567
189
$41K 0.02%
365
190
$40K 0.02%
606
191
$40K 0.02%
1,584
192
$39K 0.02%
1,155
193
$38K 0.02%
850
194
$38K 0.02%
433
195
$38K 0.02%
2,380
196
$36K 0.02%
916
197
$36K 0.02%
972
198
$35K 0.02%
6,144
199
$35K 0.02%
1,000
200
$33K 0.01%
3,972
6 7
8
9 10