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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.46M
3
+$3.06M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.91M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.93M

Top Sells

1
+$7.86M
2
+$1.81M
3
+$1.61M
4
HIW icon
Highwoods Properties
HIW
+$1.52M
5
GILD icon
Gilead Sciences
GILD
+$1.28M

Sector Composition

1 Healthcare 18.6%
2 Consumer Staples 17.27%
3 Technology 15.04%
4 Financials 12.65%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$122K 0.04%
1,270
177
$118K 0.04%
331
+125
178
$118K 0.04%
483
-21
179
$115K 0.04%
14,000
180
$113K 0.04%
3,525
181
$113K 0.04%
4,579
+774
182
$112K 0.04%
6,275
183
$104K 0.04%
1,292
-17
184
$103K 0.04%
4,125
185
$102K 0.04%
7,500
186
$101K 0.04%
697
-103
187
$100K 0.04%
3,400
188
$99K 0.04%
6,045
189
$98K 0.04%
918
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190
$98K 0.04%
1,250
191
$97K 0.03%
+1,400
192
$95K 0.03%
3,456
-815
193
$93K 0.03%
1,351
+1,151
194
$91K 0.03%
616
195
$88K 0.03%
810
196
$88K 0.03%
3,000
-1,731
197
$88K 0.03%
400
198
$88K 0.03%
+1,354
199
$86K 0.03%
2,848
200
$84K 0.03%
993
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