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
101
$374K 0.12%
2,354
102
$370K 0.12%
4,735
103
$366K 0.12%
2,898
104
$362K 0.11%
1,718
-55
105
$361K 0.11%
3,042
+42
106
$361K 0.11%
1,043
+60
107
$344K 0.11%
7,654
+719
108
$335K 0.11%
930
-5
109
$333K 0.11%
888
110
$331K 0.1%
4,101
-624
111
$331K 0.1%
1,596
112
$318K 0.1%
212
113
$317K 0.1%
2,267
114
$291K 0.09%
977
115
$289K 0.09%
1,060
116
$284K 0.09%
6,800
-125
117
$278K 0.09%
5,895
-200
118
$272K 0.09%
1,598
+46
119
$263K 0.08%
2,508
+48
120
$254K 0.08%
1,598
-75
121
$236K 0.07%
3,620
122
$234K 0.07%
950
123
$230K 0.07%
2,100
-2,300
124
$215K 0.07%
952
125
$213K 0.07%
808
3 4
5
6 7