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
26
$3.98M 1.27%
+22,693
27
$3.88M 1.24%
35,145
+14,377
28
$3.81M 1.21%
5,493
+5,394
29
$3.77M 1.2%
62,482
+3,006
30
$3.68M 1.17%
74,708
-23,491
31
$3.5M 1.11%
8,363
+196
32
$3.49M 1.11%
+16,587
33
$3.3M 1.05%
388,496
-42,650
34
$3.29M 1.05%
45,646
+7,266
35
$3.2M 1.02%
19,098
+83
36
$3.2M 1.02%
22,118
-164
37
$2.95M 0.94%
7,703
+7,667
38
$2.94M 0.93%
216,499
-40,411
39
$2.91M 0.93%
33,876
-510
40
$2.82M 0.9%
3,656
+37
41
$2.6M 0.83%
76,927
-2,672
42
$2.49M 0.79%
106,028
-4,739
43
$2.45M 0.78%
26,159
-4,565
44
$2.18M 0.69%
57,957
+27,733
45
$2.18M 0.69%
3,469
46
$2.17M 0.69%
8,552
-40
47
$2.14M 0.68%
483,281
-399,562
48
$2.09M 0.66%
11,016
+200
49
$1.88M 0.6%
20,725
-155
50
$1.86M 0.59%
29,130
-767
1
2
3 4 5