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
251
$36.2K 0.01%
93
+7
252
$35.8K 0.01%
4,000
253
$35.5K 0.01%
1,029
254
$35.3K 0.01%
125
255
$35.2K 0.01%
1,300
-850
256
$34.7K 0.01%
295
257
$34K 0.01%
1,200
258
$33.5K 0.01%
128
+48
259
$32.8K 0.01%
+279
260
$32.6K 0.01%
413
-100
261
$32.5K 0.01%
+161
262
$32.3K 0.01%
34
263
$32.1K 0.01%
225
264
$31.6K 0.01%
50
-50
265
$31.1K 0.01%
60
-17
266
$30.5K 0.01%
170
+138
267
$30.1K 0.01%
450
-400
268
$29.7K 0.01%
+192
269
$29.2K 0.01%
364
+64
270
$28.1K 0.01%
400
271
$27.8K 0.01%
200
272
$26.6K 0.01%
760
273
$26.5K 0.01%
54
-54
274
$26.2K 0.01%
234
275
$26.1K 0.01%
400
9 10
11
12 13