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
1
$21.1M 6.3%
102,648
-3,897
2
$14.5M 4.33%
91,705
-2,341
3
$12.1M 3.6%
43,718
-548
4
$12M 3.59%
72,891
-5,186
5
$8.82M 2.64%
63,398
-1,625
6
$8.38M 2.51%
121,771
-7,525
7
$8.17M 2.44%
117,713
-2,565
8
$6.96M 2.08%
8,691
+25
9
$6.47M 1.94%
13,014
-180
10
$6.43M 1.92%
167,388
-11,726
11
$6.35M 1.9%
23,291
-314
12
$6.25M 1.87%
21,701
-319
13
$6.14M 1.84%
19,919
-609
14
$5.94M 1.78%
27,296
-669
15
$5.79M 1.73%
76,337
-1,120
16
$5.76M 1.72%
19,529
-1,636
17
$5.72M 1.71%
31,766
-456
18
$5.68M 1.7%
14,361
+9,761
19
$5.5M 1.64%
52,275
+49,889
20
$5.47M 1.64%
53,449
+2,080
21
$5.38M 1.61%
24,300
-1,596
22
$5.04M 1.51%
24,530
-145
23
$5.03M 1.5%
187,228
-3,020
24
$4.77M 1.43%
26,546
-1,078
25
$4.68M 1.4%
28,245
-804
1
2 3 4 5