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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
176
$95.1K 0.03%
650
177
$95.1K 0.03%
365
178
$93.8K 0.03%
1,189
179
$92.5K 0.03%
700
180
$91.5K 0.03%
96
181
$91.1K 0.03%
6,428
182
$90.1K 0.03%
1,242
183
$89.6K 0.03%
3,593
184
$87.4K 0.02%
2,605
+216
185
$87.1K 0.02%
3,200
186
$85.9K 0.02%
1,140
187
$85.4K 0.02%
773
+27
188
$84.3K 0.02%
543
189
$83.5K 0.02%
223
190
$81.8K 0.02%
1,822
191
$81.7K 0.02%
504
192
$79.8K 0.02%
397
193
$78.8K 0.02%
158
194
$78.6K 0.02%
3,200
195
$78.5K 0.02%
1,010
196
$77.9K 0.02%
300
197
$77K 0.02%
2,183
-1,123
198
$76.8K 0.02%
110
199
$74.6K 0.02%
254
200
$73.9K 0.02%
124
6 7
8
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