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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
51
$2.35M 0.66%
13,200
+1,905
52
$2.23M 0.63%
3,271
-15
53
$2.22M 0.63%
8,504
-20
54
$2.12M 0.6%
8,728
+38
55
$1.97M 0.56%
2,958
+5
56
$1.82M 0.51%
14,855
-975
57
$1.75M 0.49%
67,853
+28,021
58
$1.67M 0.47%
30,141
-1,390
59
$1.6M 0.45%
332,655
-15,317
60
$1.54M 0.43%
10,934
-100
61
$1.4M 0.4%
5,762
62
$1.36M 0.38%
4,816
-323
63
$1.3M 0.37%
2,680
-76
64
$1.23M 0.35%
2,444
+52
65
$1.21M 0.34%
14,458
+62
66
$1.17M 0.33%
14,583
-675
67
$1.14M 0.32%
13,915
68
$1.06M 0.3%
21,896
-152
69
$1.03M 0.29%
3,095
70
$1.01M 0.29%
5,393
-510
71
$968K 0.27%
4,180
-74
72
$961K 0.27%
8,910
73
$936K 0.26%
3,113
74
$936K 0.26%
38,293
-524
75
$890K 0.25%
10,602
-38
1 2
3
4 5