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
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$74K 0.02%
397
202
$73.5K 0.02%
1,500
203
$72.2K 0.02%
254
204
$71.4K 0.02%
320
-108
205
$70.2K 0.02%
124
+24
206
$66.5K 0.02%
4,190
-6,170
207
$65.4K 0.02%
3,200
-271
208
$61.5K 0.02%
925
+249
209
$60.5K 0.02%
950
210
$58.7K 0.02%
110
211
$57K 0.02%
385
212
$57K 0.02%
77
-31
213
$56.6K 0.02%
250
-66
214
$56.4K 0.02%
755
215
$56.3K 0.02%
1,750
216
$55.5K 0.02%
225
217
$55K 0.02%
500
218
$54.2K 0.02%
187
219
$53.5K 0.02%
2,389
+289
220
$52.6K 0.02%
840
221
$52K 0.02%
500
-50
222
$52K 0.02%
702
-145
223
$50.6K 0.02%
681
224
$49.7K 0.01%
400
-58
225
$49.7K 0.01%
700
-64
7 8
9
10 11