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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
126
$216K 0.06%
2,460
127
$215K 0.06%
787
128
$214K 0.06%
6,800
129
$210K 0.06%
4,482
-373
130
$204K 0.06%
2,271
-88
131
$201K 0.06%
850
132
$201K 0.06%
1,100
133
$199K 0.06%
7,056
+963
134
$199K 0.06%
1,004
135
$195K 0.06%
650
-15
136
$190K 0.05%
350
137
$187K 0.05%
671
138
$187K 0.05%
1,000
139
$177K 0.05%
801
+50
140
$167K 0.05%
2,272
141
$165K 0.05%
2,064
-360
142
$164K 0.05%
473
143
$162K 0.05%
1,118
144
$156K 0.04%
500
145
$155K 0.04%
3,486
146
$154K 0.04%
655
147
$153K 0.04%
1,168
148
$142K 0.04%
474
149
$140K 0.04%
451
-3
150
$139K 0.04%
245
4 5
6
7 8