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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.63M
3
+$1.57M
4
STAG icon
STAG Industrial
STAG
+$1.12M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.09M

Top Sells

1
+$1.22M
2
+$1.09M
3
+$635K
4
WLY icon
John Wiley & Sons Class A
WLY
+$621K
5
NOK icon
Nokia
NOK
+$614K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-648
177
– –
-3,400
178
– –
-298
179
– –
-1,270
180
– –
-62
181
– –
-1,351
182
– –
-2,352
183
– –
-810
184
– –
-120
185
– –
-110
186
– –
-240
187
– –
-16
188
– –
-4,500
189
– –
-916
190
– –
-129
191
– –
-320
192
– –
-122
193
– –
-2,595
194
– –
-12
195
– –
-725
196
– –
-144
197
– –
-150
198
– –
-1,404
199
– –
-15
200
– –
-86
6 7
8
9 10