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
376
$3.5K ﹤0.01%
100
377
$3.41K ﹤0.01%
35
-440
378
$3.31K ﹤0.01%
18
379
$3.27K ﹤0.01%
410
380
$3.13K ﹤0.01%
155
381
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100
382
$3.12K ﹤0.01%
48
383
$3.11K ﹤0.01%
250
384
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36
385
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20
386
$3.04K ﹤0.01%
111
387
$2.86K ﹤0.01%
5
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$2.65K ﹤0.01%
21
389
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86
390
$2.62K ﹤0.01%
58
391
$2.52K ﹤0.01%
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$2.51K ﹤0.01%
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393
$2.48K ﹤0.01%
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394
$2.43K ﹤0.01%
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395
$2.38K ﹤0.01%
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396
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48
397
$2.36K ﹤0.01%
25
398
$2.36K ﹤0.01%
250
399
$2.34K ﹤0.01%
29
-23
400
$2.32K ﹤0.01%
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