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
76
$665K 0.21%
11,425
-2,360
77
$642K 0.2%
4,327
78
$640K 0.2%
9,873
+33
79
$640K 0.2%
5,721
+39
80
$638K 0.2%
8,310
81
$623K 0.2%
11,485
82
$611K 0.19%
2,958
+10
83
$587K 0.19%
3,113
-29
84
$586K 0.19%
1,187
+19
85
$530K 0.17%
11,119
-225
86
$528K 0.17%
3,934
87
$521K 0.17%
13,520
88
$512K 0.16%
4,370
-40
89
$509K 0.16%
5,289
90
$488K 0.15%
1,000
91
$469K 0.15%
6,014
+114
92
$452K 0.14%
6,925
93
$433K 0.14%
1,599
+38
94
$417K 0.13%
5,805
+28
95
$415K 0.13%
1,362
96
$414K 0.13%
2,654
+56
97
$410K 0.13%
14,169
-885
98
$405K 0.13%
2,173
+218
99
$404K 0.13%
456
100
$397K 0.13%
2,904
+4
2 3
4
5 6