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
251
$38.2K 0.01%
1,200
252
$38.1K 0.01%
950
-250
253
$38K 0.01%
416
254
$37.9K 0.01%
2,216
255
$37.7K 0.01%
225
256
$37.3K 0.01%
4,000
257
$36.4K 0.01%
374
258
$36.2K 0.01%
125
259
$35.6K 0.01%
192
260
$35.1K 0.01%
1,161
-64
261
$35K 0.01%
413
262
$34.9K 0.01%
34
263
$34.4K 0.01%
93
264
$34.3K 0.01%
262
265
$33.2K 0.01%
1,029
266
$33.1K 0.01%
150
267
$31.8K 0.01%
50
268
$31.6K 0.01%
54
-60
269
$30.5K 0.01%
279
270
$30.2K 0.01%
1,200
271
$30K 0.01%
400
272
$29.8K 0.01%
760
273
$29K 0.01%
568
274
$28.2K 0.01%
54
275
$27.7K 0.01%
450
9 10
11
12 13