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
$242M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.63M
3
+$1.57M
4
STAG icon
STAG Industrial
STAG
+$1.12M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.09M

Top Sells

1
+$1.22M
2
+$1.09M
3
+$635K
4
WLY icon
John Wiley & Sons Class A
WLY
+$621K
5
NOK icon
Nokia
NOK
+$614K

Sector Composition

1 Healthcare 20.39%
2 Consumer Staples 16.99%
3 Technology 13.84%
4 Financials 12.3%
5 Real Estate 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.79M 4.05%
80,187
-2,978
2
$7.97M 3.29%
85,402
-2,878
3
$7.94M 3.28%
430,694
+22,310
4
$7.93M 3.28%
148,561
+29,132
5
$7.92M 3.27%
126,114
+11,451
6
$7.82M 3.23%
139,453
-18,038
7
$7.15M 2.95%
358,583
-637
8
$6.67M 2.75%
246,049
+240,910
9
$6.59M 2.72%
147,660
+146,428
10
$6.37M 2.63%
128,766
+14,937
11
$6.24M 2.58%
101,816
+6,825
12
$5.66M 2.34%
212,524
+6,612
13
$5.38M 2.22%
84,338
-10,947
14
$5.27M 2.18%
298,401
+27,305
15
$5.11M 2.11%
98,807
-2,672
16
$4.99M 2.06%
17,581
-1,267
17
$4.57M 1.89%
57,908
-860
18
$4.47M 1.85%
132,910
+35,092
19
$4.26M 1.76%
154,584
-1,133
20
$4.12M 1.7%
86,027
-5,199
21
$4.05M 1.67%
147,346
+13,323
22
$4.03M 1.66%
24,488
-1,028
23
$3.82M 1.58%
42,803
-4,462
24
$3.71M 1.53%
13,254
+42
25
$3.6M 1.49%
19,100
-1,005
1
2 3 4 5