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
276
$27.1K 0.01%
200
277
$26.7K 0.01%
60
278
$26.6K 0.01%
439
279
$26.2K 0.01%
161
280
$25K 0.01%
696
281
$25K 0.01%
141
282
$24.2K 0.01%
210
283
$24.1K 0.01%
246
284
$23.8K 0.01%
234
285
$23.3K 0.01%
167
286
$23.3K 0.01%
1,225
-75
287
$22.4K 0.01%
2,345
288
$22.3K 0.01%
105
289
$22.3K 0.01%
105
290
$22.3K 0.01%
1,017
291
$21.7K 0.01%
111
-225
292
$21.1K 0.01%
3,576
293
$20.7K 0.01%
120
294
$20.2K 0.01%
359
295
$19.5K 0.01%
363
296
$19.5K 0.01%
46
297
$18.6K 0.01%
53
298
$18.1K 0.01%
90
299
$17.9K 0.01%
168
300
$17.9K 0.01%
591
10 11
12
13 14