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
101
$378K 0.12%
2,354
102
$375K 0.12%
2,904
103
$371K 0.12%
4,101
104
$369K 0.12%
13,904
-265
105
$364K 0.12%
6,925
106
$362K 0.12%
4,735
107
$360K 0.11%
5,777
-28
108
$359K 0.11%
2,654
109
$326K 0.1%
880
-50
110
$324K 0.1%
1,596
111
$320K 0.1%
3,042
112
$306K 0.1%
2,898
113
$304K 0.1%
7,604
-50
114
$296K 0.09%
738
-150
115
$288K 0.09%
1,043
116
$283K 0.09%
977
117
$278K 0.09%
227
+15
118
$270K 0.09%
3,888
+268
119
$266K 0.08%
1,598
120
$264K 0.08%
1,060
121
$263K 0.08%
2,508
122
$256K 0.08%
5,655
-240
123
$256K 0.08%
779
124
$255K 0.08%
6,800
125
$247K 0.08%
2,117
-150
3 4
5
6 7