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
301
$17.6K 0.01%
134
302
$17.3K 0.01%
72
303
$16.9K 0.01%
608
304
$16.7K 0.01%
293
305
$15.5K ﹤0.01%
900
306
$14.8K ﹤0.01%
160
307
$14.4K ﹤0.01%
175
308
$14.4K ﹤0.01%
39
-2
309
$14.2K ﹤0.01%
63
310
$14.2K ﹤0.01%
166
+1
311
$13K ﹤0.01%
450
312
$13K ﹤0.01%
58
313
$12.9K ﹤0.01%
200
314
$12.6K ﹤0.01%
96
315
$12.4K ﹤0.01%
134
316
$11.9K ﹤0.01%
51
+10
317
$11.9K ﹤0.01%
200
318
$11.7K ﹤0.01%
2,019
319
$11.5K ﹤0.01%
173
+1
320
$11.4K ﹤0.01%
67
321
$11.3K ﹤0.01%
146
322
$11K ﹤0.01%
3,096
323
$10.9K ﹤0.01%
142
324
$10.8K ﹤0.01%
40
325
$10.7K ﹤0.01%
42
11 12
13
14 15