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
451
$807 ﹤0.01%
18
452
$768 ﹤0.01%
+7
453
$736 ﹤0.01%
+418
454
$706 ﹤0.01%
+4
455
$687 ﹤0.01%
+3
456
$622 ﹤0.01%
+6
457
$574 ﹤0.01%
+17
458
$551 ﹤0.01%
+13
459
$528 ﹤0.01%
300
460
$488 ﹤0.01%
20
461
$483 ﹤0.01%
+6
462
$457 ﹤0.01%
222
463
$426 ﹤0.01%
200
464
$350 ﹤0.01%
85
465
$236 ﹤0.01%
+8
466
$115 ﹤0.01%
5
467
– –
0
468
$10 ﹤0.01%
1
469
$9 ﹤0.01%
1
470
– –
0
471
$4 ﹤0.01%
50
472
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0
473
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0
474
– –
-1,000
475
– –
-150
16 17 18
19
20