CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$182K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.74M
3
+$3.49M
4
LULU icon
lululemon athletica
LULU
+$2.93M
5
NFLX icon
Netflix
NFLX
+$1.63M

Top Sells

1
+$2.25M
2
+$2.23M
3
+$1.77M
4
HTO
H2O America
HTO
+$1.16M
5
SFM icon
Sprouts Farmers Market
SFM
+$795K

Sector Composition

1 Technology 35.95%
2 Healthcare 16.34%
3 Consumer Staples 12.68%
4 Industrials 8.5%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50.8K 0.02%
500
227
$50.2K 0.02%
216
228
$50.1K 0.02%
+1,750
229
$49.2K 0.02%
110
230
$49K 0.02%
840
231
$48.4K 0.02%
454
+4
232
$47.7K 0.02%
118
-10
233
$46.4K 0.01%
1,698
234
$45.9K 0.01%
1,500
235
$45.7K 0.01%
+1,500
236
$44.8K 0.01%
+675
237
$44.3K 0.01%
371
238
$44K 0.01%
214
+44
239
$43.3K 0.01%
559
240
$43.2K 0.01%
400
241
$43.1K 0.01%
328
242
$42.9K 0.01%
650
243
$41.9K 0.01%
1,458
244
$40.6K 0.01%
384
-83
245
$40.1K 0.01%
676
246
$39.3K 0.01%
245
247
$38.7K 0.01%
364
248
$38.4K 0.01%
1,072
+1,012
249
$38.4K 0.01%
440
-1,140
250
$38.3K 0.01%
453
8 9
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