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
126
$224K 0.07%
663
+21
127
$221K 0.07%
952
128
$217K 0.07%
950
129
$215K 0.07%
679
130
$214K 0.07%
932
+197
131
$207K 0.07%
710
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132
$200K 0.06%
826
-50
133
$197K 0.06%
859
134
$193K 0.06%
1,248
-350
135
$190K 0.06%
402
136
$190K 0.06%
718
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137
$189K 0.06%
332
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138
$184K 0.06%
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139
$183K 0.06%
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140
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141
$167K 0.05%
491
142
$166K 0.05%
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143
$166K 0.05%
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146
$162K 0.05%
671
147
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148
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3,300
149
$152K 0.05%
4,470
150
$152K 0.05%
751
4 5
6
7 8