CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
476
– –
-503
477
– –
-13
478
– –
-61
479
– –
-115
480
– –
-1
16 17 18 19
20