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
76
$704K 0.22%
8,910
+600
77
$658K 0.21%
2,590
-919
78
$646K 0.21%
705
+249
79
$625K 0.2%
1,187
80
$608K 0.19%
5,517
-50
81
$593K 0.19%
5,731
+10
82
$589K 0.19%
5,289
83
$581K 0.18%
4,327
84
$571K 0.18%
7,960
85
$568K 0.18%
4,052
+118
86
$555K 0.18%
2,958
87
$538K 0.17%
10,145
-1,280
88
$521K 0.17%
11,485
89
$519K 0.17%
3,113
90
$511K 0.16%
1,000
91
$490K 0.16%
10,969
-150
92
$482K 0.15%
13,270
-250
93
$477K 0.15%
28,454
-132,665
94
$468K 0.15%
1,954
+236
95
$466K 0.15%
2,123
-50
96
$422K 0.13%
3,921
-449
97
$400K 0.13%
23,610
-16,557
98
$395K 0.13%
1,599
99
$387K 0.12%
5,900
-114
100
$380K 0.12%
1,312
-50
2 3
4
5 6