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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
101
$423K 0.12%
4,101
102
$412K 0.12%
670
103
$383K 0.11%
4,650
104
$377K 0.11%
5,688
-250
105
$377K 0.11%
2,154
106
$359K 0.1%
1,182
107
$357K 0.1%
1,419
+156
108
$337K 0.1%
6,457
109
$319K 0.09%
925
-7
110
$312K 0.09%
904
-27
111
$308K 0.09%
3,022
112
$277K 0.08%
226
113
$270K 0.08%
937
-34
114
$270K 0.08%
1,611
+187
115
$269K 0.08%
1,060
116
$268K 0.08%
1,904
117
$261K 0.07%
735
118
$252K 0.07%
2,152
119
$247K 0.07%
859
120
$245K 0.07%
4,525
121
$243K 0.07%
1,755
122
$240K 0.07%
9,418
+150
123
$232K 0.07%
679
124
$227K 0.06%
2,763
125
$221K 0.06%
286
3 4
5
6 7