CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
1
$26.3M 8.37%
105,124
+676
2
$11.3M 3.6%
89,188
-6,259
3
$10.4M 3.32%
77,751
+57
4
$10.1M 3.22%
43,678
+1,072
5
$8.19M 2.61%
144,503
-2,503
6
$7.97M 2.54%
64,030
+2,783
7
$7.76M 2.47%
23,201
-62
8
$7.2M 2.29%
121,591
-1,079
9
$6.77M 2.15%
200,063
-3,656
10
$6.01M 1.91%
20,547
-55
11
$5.76M 1.83%
75,532
+7,217
12
$5.72M 1.82%
13,570
+450
13
$5.31M 1.69%
261,720
-14,537
14
$5.13M 1.63%
191,264
+770
15
$4.85M 1.54%
27,491
+1,109
16
$4.82M 1.53%
25,801
-72
17
$4.77M 1.52%
360,091
-46,137
18
$4.74M 1.51%
21,563
+627
19
$4.58M 1.46%
186,414
-11,151
20
$4.51M 1.43%
25,959
+5,534
21
$4.47M 1.42%
104,562
-1,449
22
$4.16M 1.32%
3,921
+414
23
$4.01M 1.27%
26,497
+3,295
24
$4M 1.27%
119,365
-4,754
25
$3.99M 1.27%
26,428
+3,983
1
2 3 4 5