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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
326
$8.97K ﹤0.01%
1,000
327
$8.8K ﹤0.01%
229
+1
328
$8.62K ﹤0.01%
250
329
$8.31K ﹤0.01%
13
330
$8.09K ﹤0.01%
50
331
$8.03K ﹤0.01%
60
332
$7.84K ﹤0.01%
200
333
$7.75K ﹤0.01%
410
334
$7.42K ﹤0.01%
+66
335
$7.38K ﹤0.01%
244
336
$7.34K ﹤0.01%
500
337
$7.31K ﹤0.01%
57
-63
338
$7.23K ﹤0.01%
49
339
$6.74K ﹤0.01%
331
340
$6.52K ﹤0.01%
50
341
$6.17K ﹤0.01%
50
342
$5.75K ﹤0.01%
39
343
$5.62K ﹤0.01%
100
344
$5.61K ﹤0.01%
51
345
$5.58K ﹤0.01%
26
346
$5.53K ﹤0.01%
+170
347
$5.41K ﹤0.01%
+56
348
$5.4K ﹤0.01%
339
349
$5.39K ﹤0.01%
56
350
$5.3K ﹤0.01%
79
12 13
14
15 16