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
1
$26.2M 7.42%
103,090
+442
2
$16.9M 4.77%
90,460
-1,245
3
$13.9M 3.94%
42,200
-1,518
4
$8.62M 2.44%
61,934
-1,464
5
$8.4M 2.37%
8,676
-15
6
$8M 2.26%
119,963
-1,808
7
$7.92M 2.24%
115,734
-1,979
8
$7.77M 2.2%
71,410
-1,481
9
$7.72M 2.18%
52,975
-474
10
$7.07M 2%
163,792
-3,596
11
$6.71M 1.9%
12,961
-53
12
$6.4M 1.81%
21,486
-215
13
$6.28M 1.78%
54,853
+2,578
14
$6.06M 1.71%
26,987
-309
15
$6.04M 1.71%
27,402
-843
16
$5.97M 1.69%
25,202
+1,911
17
$5.74M 1.62%
19,558
-361
18
$5.63M 1.59%
183,251
-3,977
19
$5.53M 1.56%
14,951
+590
20
$5.35M 1.51%
18,972
-557
21
$5.21M 1.47%
12,861
+268
22
$5.09M 1.44%
76,141
-196
23
$5.08M 1.44%
26,657
+111
24
$4.97M 1.41%
24,044
-256
25
$4.82M 1.36%
32,351
+585
1
2 3 4 5