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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
301
$15.2K ﹤0.01%
340
+2
302
$14.7K ﹤0.01%
161
303
$14.7K ﹤0.01%
2,019
304
$13.5K ﹤0.01%
40
305
$12.9K ﹤0.01%
146
306
$12.5K ﹤0.01%
200
307
$11.7K ﹤0.01%
96
308
$11.5K ﹤0.01%
400
309
$11.1K ﹤0.01%
450
310
$10.6K ﹤0.01%
30
-22
311
$10.3K ﹤0.01%
+87
312
$10.2K ﹤0.01%
32
313
$10.1K ﹤0.01%
1,259
314
$9.97K ﹤0.01%
2,100
315
$9.96K ﹤0.01%
200
316
$9.67K ﹤0.01%
41
317
$9.6K ﹤0.01%
21
318
$9.48K ﹤0.01%
100
319
$9.45K ﹤0.01%
200
320
$9.44K ﹤0.01%
176
+1
321
$9.44K ﹤0.01%
112
322
$9.32K ﹤0.01%
84
323
$9.16K ﹤0.01%
138
324
$9.06K ﹤0.01%
+90
325
$9.05K ﹤0.01%
46
-21
11 12
13
14 15