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
126
$213K 0.07%
876
127
$205K 0.06%
642
128
$204K 0.06%
735
+11
129
$202K 0.06%
735
-100
130
$199K 0.06%
8,500
-629
131
$199K 0.06%
779
-4
132
$193K 0.06%
1,006
+6
133
$192K 0.06%
859
134
$191K 0.06%
402
+37
135
$187K 0.06%
491
+111
136
$187K 0.06%
679
+137
137
$185K 0.06%
675
-20
138
$178K 0.06%
4,470
139
$176K 0.06%
356
-41
140
$173K 0.05%
3,339
141
$171K 0.05%
1,409
-219
142
$159K 0.05%
1,974
+12
143
$157K 0.05%
671
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144
$157K 0.05%
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145
$156K 0.05%
751
146
$155K 0.05%
404
147
$155K 0.05%
1,580
148
$151K 0.05%
3,516
+60
149
$149K 0.05%
3,300
150
$148K 0.05%
318
+10
4 5
6
7 8