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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
201
$73.2K 0.02%
+865
202
$72.7K 0.02%
+1,693
203
$71.9K 0.02%
1,500
204
$71.1K 0.02%
146
205
$70.8K 0.02%
950
-10
206
$69.8K 0.02%
250
207
$69.2K 0.02%
3,840
-350
208
$65.8K 0.02%
320
209
$65.5K 0.02%
394
-166
210
$62.9K 0.02%
250
211
$61.2K 0.02%
225
212
$60.5K 0.02%
1,750
213
$57.7K 0.02%
1,312
-702
214
$56.7K 0.02%
77
215
$56.5K 0.02%
71
+37
216
$55.6K 0.02%
500
217
$55.5K 0.02%
925
218
$54.6K 0.02%
530
-610
219
$54.1K 0.02%
364
220
$54K 0.02%
110
221
$53.9K 0.02%
+455
222
$53.8K 0.02%
385
223
$53.3K 0.02%
+455
224
$52.8K 0.01%
187
225
$52.7K 0.01%
702
7 8
9
10 11