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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
76
$835K 0.24%
6,236
-64
77
$769K 0.22%
15,247
-2,612
78
$687K 0.19%
1,207
+20
79
$657K 0.19%
5,882
80
$653K 0.18%
705
81
$650K 0.18%
2,060
+106
82
$590K 0.17%
5,150
83
$571K 0.16%
7,558
+562
84
$565K 0.16%
3,073
+125
85
$563K 0.16%
4,387
86
$539K 0.15%
898
+63
87
$527K 0.15%
4,160
88
$516K 0.15%
11,235
-250
89
$509K 0.14%
2,319
90
$508K 0.14%
12,729
91
$490K 0.14%
8,620
92
$488K 0.14%
4,493
93
$481K 0.14%
3,888
94
$477K 0.13%
1,810
95
$472K 0.13%
4,185
+142
96
$465K 0.13%
2,995
97
$453K 0.13%
5,900
98
$449K 0.13%
1,598
99
$446K 0.13%
5,835
+1,365
100
$446K 0.13%
1,596
2 3
4
5 6