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
$244M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$653K
4
DOW icon
Dow Inc
DOW
+$479K
5
NEM icon
Newmont
NEM
+$401K

Top Sells

1
+$3.24M
2
+$1.02M
3
+$970K
4
CSCO icon
Cisco
CSCO
+$933K
5
AAPL icon
Apple
AAPL
+$850K

Sector Composition

1 Healthcare 22.88%
2 Consumer Staples 13.18%
3 Financials 12.85%
4 Technology 11.65%
5 Real Estate 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.42M 3.87%
107,173
-6,020
2
$8.28M 3.4%
59,451
+1,034
3
$7.33M 3.01%
148,244
-17,444
4
$6.49M 2.67%
111,260
-9,965
5
$6.45M 2.65%
122,856
-4,040
6
$6.41M 2.63%
105,574
-2,466
7
$5.93M 2.43%
362,980
-59,245
8
$5.64M 2.32%
51,411
+1,958
9
$5.47M 2.25%
99,912
-16,896
10
$5.33M 2.19%
189,158
-6,774
11
$5.3M 2.18%
304,075
+1,505
12
$5.02M 2.06%
25,353
-887
13
$4.89M 2.01%
32,408
-255
14
$4.85M 1.99%
62,528
-1,680
15
$4.78M 1.96%
110,452
-4,131
16
$4.49M 1.84%
243,030
-11,690
17
$4.41M 1.81%
106,795
+73,000
18
$4.35M 1.79%
94,250
-3,340
19
$4.11M 1.69%
57,320
-1,489
20
$3.99M 1.64%
182,163
-10,075
21
$3.79M 1.56%
22,928
-185
22
$3.78M 1.55%
47,204
+2,812
23
$3.76M 1.54%
141,284
+83
24
$3.69M 1.51%
54,586
+65
25
$3.36M 1.38%
18,236
-2,144
1
2 3 4 5