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
401
$2.31K ﹤0.01%
36
402
$2.27K ﹤0.01%
349
403
$2.21K ﹤0.01%
137
404
$2.17K ﹤0.01%
33
405
$2.07K ﹤0.01%
213
406
$2.07K ﹤0.01%
132
407
$2.02K ﹤0.01%
14
408
$1.94K ﹤0.01%
4
409
$1.91K ﹤0.01%
20
410
$1.9K ﹤0.01%
26
411
$1.9K ﹤0.01%
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412
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413
$1.77K ﹤0.01%
34
414
$1.75K ﹤0.01%
16
415
$1.71K ﹤0.01%
18
416
$1.71K ﹤0.01%
112
417
$1.63K ﹤0.01%
14
418
$1.61K ﹤0.01%
18
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$1.6K ﹤0.01%
52
420
$1.53K ﹤0.01%
17
421
$1.5K ﹤0.01%
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422
$1.46K ﹤0.01%
110
423
$1.39K ﹤0.01%
11
424
$1.38K ﹤0.01%
19
425
$1.38K ﹤0.01%
30
15 16
17
18 19