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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.16M
3
+$1.08M
4
TU icon
Telus
TU
+$918K
5
OGN icon
Organon & Co
OGN
+$917K

Top Sells

1
+$900K
2
+$884K
3
+$873K
4
HAIN icon
Hain Celestial
HAIN
+$729K
5
HTO
H2O America
HTO
+$624K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96.5K 0.04%
875
+375
177
$96.2K 0.04%
633
178
$95.2K 0.04%
6,653
179
$94.5K 0.04%
300
180
$93.9K 0.04%
3,200
181
$92.1K 0.04%
461
182
$92.1K 0.04%
3,456
183
$91.9K 0.04%
+500
184
$90.9K 0.04%
1,400
-25
185
$90.2K 0.04%
504
186
$90K 0.04%
3,593
-1
187
$89.8K 0.04%
680
188
$88.6K 0.04%
965
189
$88.5K 0.04%
6,428
190
$87.3K 0.04%
2,190
191
$86.3K 0.04%
451
192
$83.8K 0.04%
2,243
-848
193
$82.8K 0.04%
2,095
194
$81.6K 0.03%
362
195
$81.2K 0.03%
2,400
196
$78.3K 0.03%
1,250
-1,000
197
$78.1K 0.03%
585
198
$78.1K 0.03%
+952
199
$77.4K 0.03%
800
200
$74.6K 0.03%
1,500
6 7
8
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