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
326
$10.4K ﹤0.01%
86
327
$10.1K ﹤0.01%
2,100
328
$9.93K ﹤0.01%
40
329
$9.9K ﹤0.01%
124
330
$9.88K ﹤0.01%
200
331
$9.71K ﹤0.01%
21
332
$9.55K ﹤0.01%
141
333
$9.46K ﹤0.01%
32
334
$9.02K ﹤0.01%
325
-141
335
$8.48K ﹤0.01%
227
336
$8.46K ﹤0.01%
400
-435
337
$8.43K ﹤0.01%
243
338
$8.25K ﹤0.01%
42
339
$8.22K ﹤0.01%
181
340
$8.1K ﹤0.01%
49
341
$7.75K ﹤0.01%
53
342
$7.69K ﹤0.01%
41
+24
343
$7.39K ﹤0.01%
250
344
$7.3K ﹤0.01%
37
345
$7.3K ﹤0.01%
138
346
$7.29K ﹤0.01%
244
347
$7.2K ﹤0.01%
200
348
$6.99K ﹤0.01%
76
349
$6.76K ﹤0.01%
56
350
$6.6K ﹤0.01%
108
12 13
14
15 16