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
$252M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.27M
3
+$1.45M
4
ALC icon
Alcon
ALC
+$675K
5
TRMB icon
Trimble
TRMB
+$652K

Top Sells

1
+$1.59M
2
+$1.51M
3
+$1.14M
4
GPC icon
Genuine Parts
GPC
+$739K
5
AAPL icon
Apple
AAPL
+$618K

Sector Composition

1 Healthcare 22.48%
2 Consumer Staples 13.4%
3 Financials 13.24%
4 Technology 11.48%
5 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98K 0.04%
2,100
177
$96K 0.04%
4,298
-163
178
$95K 0.04%
800
179
$92K 0.04%
1,333
180
$88K 0.04%
87,150
181
$87K 0.03%
20,000
182
$80K 0.03%
2,109
183
$79K 0.03%
287
184
$78K 0.03%
2,400
185
$74K 0.03%
535
186
$73K 0.03%
990
187
$73K 0.03%
300
188
$71K 0.03%
438
-864
189
$69K 0.03%
1,400
190
$68K 0.03%
983
191
$67K 0.03%
150
192
$67K 0.03%
4,400
193
$67K 0.03%
13,000
+8,000
194
$67K 0.03%
506
+470
195
$66K 0.03%
1,527
196
$64K 0.03%
1,200
197
$63K 0.03%
1,500
198
$61K 0.02%
3,200
+2,300
199
$59K 0.02%
3,972
200
$58K 0.02%
775
6 7
8
9 10