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
$179M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.67M
3
+$1.89M
4
VOD icon
Vodafone
VOD
+$1.26M
5
TU icon
Telus
TU
+$1.05M

Top Sells

1
+$4.54M
2
+$3.69M
3
+$2.8M
4
PG icon
Procter & Gamble
PG
+$2.63M
5
AAPL icon
Apple
AAPL
+$2.35M

Sector Composition

1 Healthcare 24.97%
2 Financials 13.03%
3 Consumer Staples 12.22%
4 Technology 11.21%
5 Real Estate 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$49K 0.03%
1,052
-300
202
$48K 0.03%
1,435
+135
203
$48K 0.03%
895
-95
204
$48K 0.03%
153
205
$47K 0.03%
350
206
$47K 0.03%
680
207
$46K 0.03%
952
-859
208
$46K 0.03%
800
209
$46K 0.03%
1,980
+1,480
210
$45K 0.03%
+2,000
211
$45K 0.03%
454
-52
212
$45K 0.03%
7,500
213
$43K 0.02%
2,229
-9,900
214
$43K 0.02%
1,515
+875
215
$42K 0.02%
3,700
216
$42K 0.02%
450
217
$42K 0.02%
+147
218
$40K 0.02%
551
219
$39K 0.02%
500
220
$39K 0.02%
+147
221
$39K 0.02%
406
-3,462
222
$39K 0.02%
425
223
$39K 0.02%
+600
224
$38K 0.02%
145
+100
225
$37K 0.02%
531
7 8
9
10 11