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
$222M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$595K
3
+$582K
4
SNY icon
Sanofi
SNY
+$451K
5
RWM icon
ProShares Short Russell2000
RWM
+$444K

Top Sells

1
+$1.46M
2
+$860K
3
+$710K
4
PG icon
Procter & Gamble
PG
+$468K
5
WLY icon
John Wiley & Sons Class A
WLY
+$428K

Sector Composition

1 Healthcare 17.9%
2 Technology 17.05%
3 Industrials 11.84%
4 Consumer Staples 11.67%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-650
177
– –
-125
178
– –
-800
179
– –
-2,338
180
– –
-50
181
– –
-215
182
– –
-52
183
– –
-150
184
– –
-173
185
– –
-276
186
– –
-750
187
– –
-1,087
188
– –
-584
189
– –
-405
190
– –
-81
191
– –
-1,840
192
– –
-230
193
– –
-375
194
– –
-125
195
– –
-33
196
– –
-2,200
197
– –
-1,866
198
– –
-495
199
– –
-4,650
200
– –
-200
6 7
8
9 10