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
151
$149K 0.05%
1,822
+20
152
$149K 0.05%
3,516
153
$147K 0.05%
245
154
$135K 0.04%
1,974
155
$133K 0.04%
1,101
+806
156
$129K 0.04%
550
157
$129K 0.04%
454
158
$127K 0.04%
315
-3
159
$124K 0.04%
+350
160
$124K 0.04%
10,971
161
$122K 0.04%
843
162
$119K 0.04%
633
163
$115K 0.04%
1,416
-50
164
$115K 0.04%
4,096
165
$114K 0.04%
508
166
$113K 0.04%
1,140
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167
$110K 0.04%
500
168
$109K 0.03%
3,351
169
$109K 0.03%
1,500
170
$107K 0.03%
1,260
171
$106K 0.03%
650
172
$106K 0.03%
300
173
$105K 0.03%
100
-4
174
$105K 0.03%
902
175
$102K 0.03%
365
5 6
7
8 9