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
326
$10.5K ﹤0.01%
41
+22
327
$10.3K ﹤0.01%
200
328
$10K ﹤0.01%
+3,096
329
$9.95K ﹤0.01%
42
330
$9.77K ﹤0.01%
36
331
$9.72K ﹤0.01%
+243
332
$9.44K ﹤0.01%
21
-64
333
$9.19K ﹤0.01%
+56
334
$9.08K ﹤0.01%
+503
335
$9.04K ﹤0.01%
200
336
$8.81K ﹤0.01%
+32
337
$8.78K ﹤0.01%
227
+1
338
$8.59K ﹤0.01%
+181
339
$8.49K ﹤0.01%
578
340
$8.39K ﹤0.01%
+76
341
$8.13K ﹤0.01%
+20
342
$8.02K ﹤0.01%
115
343
$7.85K ﹤0.01%
250
344
$7.66K ﹤0.01%
138
345
$7.6K ﹤0.01%
+53
346
$7.28K ﹤0.01%
+244
347
$7.13K ﹤0.01%
40
348
$7.12K ﹤0.01%
200
349
$6.53K ﹤0.01%
49
350
$6.3K ﹤0.01%
930
12 13
14
15 16