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
201
$74.1K 0.02%
3,471
202
$74K 0.02%
223
203
$72.7K 0.02%
146
204
$72.4K 0.02%
770
-200
205
$72K 0.02%
150
206
$71.2K 0.02%
1,616
207
$70.2K 0.02%
650
+102
208
$69.3K 0.02%
1,118
209
$68.9K 0.02%
755
210
$68.9K 0.02%
250
211
$67.9K 0.02%
1,126
212
$66.2K 0.02%
847
-4
213
$64.5K 0.02%
254
214
$63.4K 0.02%
550
-250
215
$62.4K 0.02%
683
216
$62.4K 0.02%
316
217
$62.3K 0.02%
551
218
$61.3K 0.02%
718
219
$58.6K 0.02%
110
220
$58.5K 0.02%
320
221
$57K 0.02%
100
222
$53.3K 0.02%
500
223
$53K 0.02%
700
224
$52.8K 0.02%
191
+43
225
$51.2K 0.02%
1,140
-50
7 8
9
10 11