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
151
$143K 0.05%
245
152
$141K 0.04%
1,466
153
$140K 0.04%
1,276
+24
154
$139K 0.04%
1,802
155
$139K 0.04%
4,096
156
$139K 0.04%
1,727
157
$137K 0.04%
550
158
$136K 0.04%
8,066
159
$131K 0.04%
10,971
160
$128K 0.04%
454
+3
161
$127K 0.04%
650
162
$126K 0.04%
1,260
163
$126K 0.04%
1,500
164
$124K 0.04%
843
165
$122K 0.04%
902
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166
$121K 0.04%
633
167
$120K 0.04%
3,351
+151
168
$114K 0.04%
508
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169
$111K 0.04%
504
170
$110K 0.04%
500
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171
$108K 0.03%
104
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172
$108K 0.03%
300
173
$105K 0.03%
500
174
$102K 0.03%
2,095
175
$101K 0.03%
6,653
5 6
7
8 9