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
276
$24.9K 0.01%
+210
277
$24.9K 0.01%
696
-696
278
$24.8K 0.01%
2,345
-5,035
279
$24.2K 0.01%
105
280
$23.9K 0.01%
439
281
$23.4K 0.01%
105
+20
282
$23.4K 0.01%
568
283
$23.2K 0.01%
172
284
$22.9K 0.01%
+3,576
285
$22.8K 0.01%
+141
286
$22.6K 0.01%
+1,017
287
$22K 0.01%
167
-113
288
$21.9K 0.01%
+359
289
$21.8K 0.01%
246
+25
290
$21.3K 0.01%
41
+2
291
$19.8K 0.01%
+363
292
$19.2K 0.01%
46
+17
293
$18.7K 0.01%
53
-16
294
$18.4K 0.01%
120
-114
295
$18.3K 0.01%
72
+14
296
$18.3K 0.01%
+591
297
$18.1K 0.01%
+293
298
$18.1K 0.01%
90
299
$17.3K 0.01%
+168
300
$16.7K 0.01%
+134
10 11
12
13 14