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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
351
$5.2K ﹤0.01%
+42
352
$5.06K ﹤0.01%
37
353
$5.06K ﹤0.01%
70
354
$4.92K ﹤0.01%
14
355
$4.84K ﹤0.01%
59
356
$4.51K ﹤0.01%
20
357
$4.33K ﹤0.01%
18
358
$4.26K ﹤0.01%
21
359
$4.26K ﹤0.01%
10
360
$4.18K ﹤0.01%
250
361
$4.13K ﹤0.01%
254
362
$3.99K ﹤0.01%
25
363
$3.65K ﹤0.01%
18
364
$3.44K ﹤0.01%
134
365
$3.44K ﹤0.01%
26
366
$3.41K ﹤0.01%
48
367
$3.28K ﹤0.01%
29
368
$3.14K ﹤0.01%
16
369
$3.02K ﹤0.01%
36
370
$2.83K ﹤0.01%
100
371
$2.72K ﹤0.01%
255
372
$2.65K ﹤0.01%
14
373
$2.42K ﹤0.01%
20
374
$2.26K ﹤0.01%
100
375
$2.23K ﹤0.01%
14