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
1
$6.91M 3.86%
111,081
+5,185
2
$5.97M 3.34%
93,924
-31,892
3
$5.95M 3.33%
121,931
+9,665
4
$5.56M 3.11%
403,814
+70,385
5
$5.53M 3.09%
350,212
+56,430
6
$5.26M 2.94%
99,686
-20,475
7
$4.92M 2.75%
112,452
+2,245
8
$4.25M 2.38%
109,545
+4,408
9
$4.24M 2.37%
207,879
+22,059
10
$4.2M 2.35%
13,266
+26
11
$4.13M 2.31%
62,233
-2,105
12
$3.66M 2.05%
103,310
-12,765
13
$3.65M 2.04%
51,666
-3,076
14
$3.64M 2.03%
261,152
-31,030
15
$3.63M 2.03%
27,677
-31,989
16
$3.59M 2%
24,730
+462
17
$3.37M 1.88%
121,447
+21,592
18
$3.17M 1.77%
42,412
-1,939
19
$3.12M 1.75%
128,615
-2,680
20
$3M 1.68%
99,826
-17,542
21
$2.8M 1.57%
13,825
-1,674
22
$2.8M 1.56%
20,459
-2,265
23
$2.75M 1.54%
24,976
-21,897
24
$2.64M 1.48%
110,733
+26,173
25
$2.58M 1.44%
65,759
-36,300
1
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