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
$315M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$7.26M
3
+$4.06M
4
ROST icon
Ross Stores
ROST
+$3.49M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.43M

Top Sells

1
+$3.59M
2
+$2.67M
3
+$2.45M
4
AMRC icon
Ameresco
AMRC
+$2.25M
5
VOD icon
Vodafone
VOD
+$1.49M

Sector Composition

1 Technology 31.01%
2 Healthcare 18.4%
3 Consumer Staples 13.57%
4 Industrials 9.22%
5 Financials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50.4K 0.02%
467
-40
227
$49.7K 0.02%
840
228
$49.7K 0.02%
1,200
229
$49.1K 0.02%
371
230
$48.8K 0.02%
450
+4
231
$48K 0.02%
559
232
$47.8K 0.02%
1,698
233
$47.7K 0.02%
216
-225
234
$47.5K 0.02%
453
-357
235
$46.3K 0.01%
1,500
236
$45.3K 0.01%
650
-75
237
$44.3K 0.01%
328
238
$43.2K 0.01%
+1,225
239
$43K 0.01%
+374
240
$42.7K 0.01%
148
+14
241
$41.8K 0.01%
+245
242
$41.8K 0.01%
1,458
243
$41.1K 0.01%
406
244
$40.8K 0.01%
1,200
245
$40.6K 0.01%
416
-194
246
$40.5K 0.01%
110
247
$39.2K 0.01%
+676
248
$38.7K 0.01%
150
249
$38.3K 0.01%
2,216
250
$37.3K 0.01%
262
-65
8 9
10
11 12