CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$7.06M
2
+$6.77M
3
+$4.14M
4
ROST icon
Ross Stores
ROST
+$3.42M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.29M

Top Sells

1
+$3.47M
2
+$2.31M
3
+$2.31M
4
AMRC icon
Ameresco
AMRC
+$1.83M
5
VOD icon
Vodafone
VOD
+$1.42M

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
301
$16.4K 0.01%
300
-375
302
$16.1K 0.01%
+835
303
$15.8K 0.01%
608
-400
304
$15.8K 0.01%
175
-75
305
$15.2K ﹤0.01%
+466
306
$15.1K ﹤0.01%
58
307
$14.8K ﹤0.01%
900
308
$14.7K ﹤0.01%
200
309
$14.4K ﹤0.01%
330
+4
310
$14.1K ﹤0.01%
155
311
$13.9K ﹤0.01%
134
-30
312
$13.4K ﹤0.01%
+160
313
$13.3K ﹤0.01%
42
314
$13K ﹤0.01%
63
-15
315
$12.8K ﹤0.01%
2,100
316
$12.2K ﹤0.01%
96
317
$11.7K ﹤0.01%
450
318
$11.5K ﹤0.01%
67
319
$11K ﹤0.01%
+142
320
$10.8K ﹤0.01%
141
+26
321
$10.8K ﹤0.01%
+124
322
$10.7K ﹤0.01%
+86
323
$10.7K ﹤0.01%
+146
324
$10.5K ﹤0.01%
+2,019
325
$10.5K ﹤0.01%
40
11 12
13
14 15