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
176
$101K 0.03%
6,653
177
$99K 0.03%
1,727
178
$97.9K 0.03%
8,066
179
$97.3K 0.03%
575
180
$97.2K 0.03%
534
181
$94.3K 0.03%
504
182
$91.9K 0.03%
3,593
183
$91.9K 0.03%
1,189
184
$91.2K 0.03%
680
185
$90.8K 0.03%
1,200
186
$90K 0.03%
1,282
187
$89.6K 0.03%
2,095
188
$87.7K 0.03%
500
189
$87.3K 0.03%
6,428
190
$87.2K 0.03%
2,745
191
$83.2K 0.03%
1,100
-1,100
192
$82.1K 0.03%
158
-4
193
$81.2K 0.03%
421
194
$80.8K 0.03%
1,052
195
$79.7K 0.03%
519
196
$79.1K 0.03%
218
-33
197
$76.5K 0.02%
700
198
$76.1K 0.02%
300
199
$75.8K 0.02%
207
200
$74.8K 0.02%
1,010
+986
6 7
8
9 10