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
26
$4.06M 1.29%
+20,425
27
$3.89M 1.24%
124,119
-20,422
28
$3.86M 1.23%
882,843
-31,772
29
$3.61M 1.15%
22,282
-953
30
$3.5M 1.11%
8,167
+4,146
31
$3.49M 1.11%
+23,202
32
$3.48M 1.11%
22,445
+3,325
33
$3.43M 1.09%
+59,476
34
$3.29M 1.05%
19,015
-132
35
$3.21M 1.02%
3,619
-18
36
$3.14M 1%
+17,535
37
$3.13M 0.99%
38,380
+12,643
38
$3.11M 0.99%
79,599
-13,247
39
$3.07M 0.98%
161,119
-188,519
40
$3.01M 0.96%
30,724
-1,024
41
$2.25M 0.72%
112,610
-9,575
42
$2.25M 0.72%
8,592
43
$2.23M 0.71%
116,689
-16,731
44
$2.21M 0.7%
29,897
-3,905
45
$2.17M 0.69%
20,880
-3,109
46
$2.16M 0.69%
16,420
-165
47
$2.15M 0.68%
3,469
-98
48
$1.99M 0.63%
+20,768
49
$1.97M 0.63%
10,816
+3,666
50
$1.95M 0.62%
6,058
-726
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2
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