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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$4.59M
2 +$1.68M
3 +$712K
4
CRM icon
Salesforce
CRM
+$482K
5
LULU icon
lululemon athletica
LULU
+$382K

Top Sells

1 +$953K
2 +$466K
3 +$308K
4
VOD icon
Vodafone
VOD
+$245K
5
ANSS
Ansys
ANSS
+$233K

Sector Composition

1 Technology 38.01%
2 Healthcare 14.23%
3 Industrials 9.54%
4 Consumer Staples 9.29%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$52.7K 0.01%
950
227
$50.7K 0.01%
177
228
$50.5K 0.01%
840
229
$49.4K 0.01%
464
+4
230
$48.8K 0.01%
700
231
$48.2K 0.01%
196
232
$47.6K 0.01%
755
233
$47.5K 0.01%
650
234
$47.1K 0.01%
500
235
$46.6K 0.01%
1,030
236
$46.3K 0.01%
559
237
$45.7K 0.01%
1,500
238
$45.7K 0.01%
681
239
$45.4K 0.01%
102
240
$41.3K 0.01%
1,458
241
$40K 0.01%
400
242
$39.6K 0.01%
34
243
$39.3K 0.01%
440
244
$38.9K 0.01%
193
245
$38.8K 0.01%
92
246
$38.6K 0.01%
2,216
247
$37.9K 0.01%
50
248
$37.8K 0.01%
384
249
$37.7K 0.01%
400
250
$37.5K 0.01%
192