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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
276
$24.9K 0.01%
+250
277
$24.9K 0.01%
+178
278
$24.3K 0.01%
+1,500
279
$24.2K 0.01%
591
280
$24.1K 0.01%
54
281
$23.8K 0.01%
240
282
$23.1K 0.01%
1,756
-4,909
283
$22.6K 0.01%
84
-58
284
$22.2K 0.01%
137
285
$22K 0.01%
605
286
$21.8K 0.01%
263
-30
287
$21.1K 0.01%
134
288
$21K 0.01%
+485
289
$20.7K 0.01%
90
290
$19.4K 0.01%
608
291
$19.1K 0.01%
58
292
$18.1K 0.01%
+304
293
$17.8K 0.01%
72
294
$17.5K ﹤0.01%
101
295
$17K ﹤0.01%
+175
296
$16.9K ﹤0.01%
37
-9
297
$16.8K ﹤0.01%
55
298
$16.4K ﹤0.01%
+429
299
$16.3K ﹤0.01%
900
300
$15.4K ﹤0.01%
136
+94
10 11
12
13 14