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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
$314M
AUM Growth
-$182K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.87M
3
+$3.65M
4
LULU icon
lululemon athletica
LULU
+$2.5M
5
NFLX icon
Netflix
NFLX
+$1.5M

Top Sells

1
+$2.32M
2
+$2.25M
3
+$1.78M
4
HTO
H2O America
HTO
+$1.29M
5
SFM icon
Sprouts Farmers Market
SFM
+$832K

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
451
$113 ﹤0.01%
30
-900
452
$68 ﹤0.01%
5
453
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0
454
– –
0
455
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0
456
$3 ﹤0.01%
50
457
– –
0
458
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0
459
– –
-406
460
– –
-24
461
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-8
462
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463
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465
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466
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-47
467
– –
-112,610
468
– –
-21
469
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-6
470
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471
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-20
472
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-300
473
– –
-62
474
– –
-61
475
– –
-1,300
16 17 18
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