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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
401
$656 ﹤0.01%
15
402
$595 ﹤0.01%
222
403
$523 ﹤0.01%
418
404
$519 ﹤0.01%
30
405
$510 ﹤0.01%
113
406
$481 ﹤0.01%
+10
407
$374 ﹤0.01%
200
408
$271 ﹤0.01%
1
409
– –
0
410
$185 ﹤0.01%
5
411
$181 ﹤0.01%
1
412
$111 ﹤0.01%
85
413
$92 ﹤0.01%
1
414
$74 ﹤0.01%
1
415
– –
0
416
$57 ﹤0.01%
30
417
$47 ﹤0.01%
1
418
– –
0
419
– –
-12
420
– –
0
421
– –
0
422
– –
0
423
$4 ﹤0.01%
50
424
– –
0
425
– –
0
14 15 16
17
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