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
401
$2.4K ﹤0.01%
+132
402
$2.39K ﹤0.01%
+48
403
$2.31K ﹤0.01%
+213
404
$2.3K ﹤0.01%
20
405
$2.28K ﹤0.01%
+14
406
$2.22K ﹤0.01%
+15
407
$2.17K ﹤0.01%
+48
408
$2.16K ﹤0.01%
+24
409
$2.15K ﹤0.01%
+146
410
$2.08K ﹤0.01%
6
-45
411
$2.03K ﹤0.01%
+4
412
$1.94K ﹤0.01%
+33
413
$1.94K ﹤0.01%
+25
414
$1.89K ﹤0.01%
+20
415
$1.89K ﹤0.01%
250
416
$1.86K ﹤0.01%
+137
417
$1.82K ﹤0.01%
34
418
$1.8K ﹤0.01%
+18
419
$1.77K ﹤0.01%
+258
420
$1.73K ﹤0.01%
+14
421
$1.68K ﹤0.01%
+18
422
$1.67K ﹤0.01%
112
+1
423
$1.65K ﹤0.01%
+44
424
$1.64K ﹤0.01%
148
425
$1.63K ﹤0.01%
+24
15 16
17
18 19