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
351
$6.6K ﹤0.01%
7
352
$6.08K ﹤0.01%
25
353
$6.05K ﹤0.01%
330
+2
354
$6K ﹤0.01%
20
355
$5.95K ﹤0.01%
70
356
$5.38K ﹤0.01%
13
+5
357
$5.23K ﹤0.01%
219
358
$5.08K ﹤0.01%
62
359
$5.04K ﹤0.01%
27
360
$5.01K ﹤0.01%
26
361
$5K ﹤0.01%
184
362
$4.78K ﹤0.01%
59
363
$4.64K ﹤0.01%
18
364
$4.55K ﹤0.01%
251
365
$4.4K ﹤0.01%
35
366
$4.33K ﹤0.01%
+60
367
$4.21K ﹤0.01%
14
368
$4.18K ﹤0.01%
42
369
$4.03K ﹤0.01%
51
370
$3.97K ﹤0.01%
339
371
$3.96K ﹤0.01%
100
372
$3.65K ﹤0.01%
69
-9
373
$3.62K ﹤0.01%
250
374
$3.52K ﹤0.01%
63
-8
375
$3.52K ﹤0.01%
16
13 14
15
16 17