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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
251
$37.2K 0.01%
279
252
$36.9K 0.01%
+260
253
$36.6K 0.01%
384
+279
254
$36.5K 0.01%
1,200
255
$36K 0.01%
228
256
$36K 0.01%
351
257
$36K 0.01%
1,200
258
$35.7K 0.01%
319
259
$34.8K 0.01%
675
260
$34.3K 0.01%
139
+63
261
$34.3K 0.01%
738
262
$34.1K 0.01%
696
263
$33K 0.01%
161
264
$32.9K 0.01%
+231
265
$32.6K 0.01%
262
266
$31.2K 0.01%
880
-150
267
$29.8K 0.01%
210
268
$27.9K 0.01%
+197
269
$27.6K 0.01%
1,160
-1
270
$27.6K 0.01%
214
271
$26.7K 0.01%
230
272
$26.6K 0.01%
200
273
$26.4K 0.01%
263
274
$26.1K 0.01%
+539
275
$25.2K 0.01%
410