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
201
$84K 0.03%
916
+784
202
$83K 0.03%
1,726
203
$82K 0.03%
1,500
204
$82K 0.03%
250
205
$79K 0.03%
2,180
+500
206
$79K 0.03%
3,200
207
$79K 0.03%
529
+44
208
$78K 0.03%
504
209
$78K 0.03%
1,500
210
$78K 0.03%
221
+77
211
$77K 0.03%
445
212
$75K 0.03%
2,400
213
$74K 0.03%
759
214
$74K 0.03%
680
215
$73K 0.03%
1,355
+340
216
$73K 0.03%
570
+70
217
$72K 0.03%
370
218
$71K 0.03%
300
219
$71K 0.03%
1,650
220
$69K 0.02%
1,831
+131
221
$68K 0.02%
1,278
-249
222
$68K 0.02%
5,500
-2,000
223
$67K 0.02%
2,229
224
$67K 0.02%
300
225
$67K 0.02%
300
7 8
9
10 11