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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
26
$4.65M 1.31%
16,966
+16,915
27
$4.58M 1.29%
24,880
+350
28
$4.34M 1.23%
28,452
+120
29
$4.21M 1.19%
220,052
-17,156
30
$4.16M 1.18%
9,671
-103
31
$4.04M 1.14%
13,586
-14
32
$3.96M 1.12%
102,607
+1,198
33
$3.94M 1.11%
8,270
+625
34
$3.94M 1.11%
58,326
-136
35
$3.89M 1.1%
266,038
-8,978
36
$3.78M 1.07%
20,400
+173
37
$3.65M 1.03%
314,497
-21,479
38
$3.56M 1%
9,169
+518
39
$3.09M 0.87%
70,187
+1,762
40
$2.97M 0.84%
188,206
-8,607
41
$2.91M 0.82%
74,327
+5,108
42
$2.8M 0.79%
23,330
-20
43
$2.79M 0.79%
18,134
+1
44
$2.72M 0.77%
100,327
-3,567
45
$2.67M 0.75%
64,810
-886
46
$2.61M 0.74%
27,349
+17,676
47
$2.53M 0.72%
12,634
+867
48
$2.53M 0.71%
75,227
-41,679
49
$2.5M 0.71%
3,276
-115
50
$2.47M 0.7%
50,685
-2,713
1
2
3 4 5