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
51
$1.83M 0.58%
9,653
-120
52
$1.82M 0.58%
14,471
+467
53
$1.82M 0.58%
16,420
54
$1.73M 0.55%
2,953
-108
55
$1.69M 0.54%
11,129
-296
56
$1.68M 0.53%
112,698
-3,991
57
$1.68M 0.53%
4,309
+266
58
$1.66M 0.53%
4,600
+7
59
$1.63M 0.52%
18,330
+18,260
60
$1.63M 0.52%
3,598
-5
61
$1.57M 0.5%
6,008
-50
62
$1.45M 0.46%
2,788
-18
63
$1.36M 0.43%
6,016
-25
64
$1.15M 0.37%
3,335
65
$1.14M 0.36%
11,494
-161
66
$1.13M 0.36%
23,548
-1,000
67
$1.11M 0.35%
5,834
+195
68
$1M 0.32%
42,211
-1,708
69
$983K 0.31%
13,915
-337
70
$956K 0.3%
35,391
-318
71
$928K 0.3%
1,834
-268
72
$919K 0.29%
3,095
-40
73
$802K 0.26%
4,516
-30
74
$731K 0.23%
9,873
75
$722K 0.23%
6,385
-185
1 2
3
4 5