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
176
$100K 0.03%
575
-440
177
$98.2K 0.03%
251
+6
178
$96.9K 0.03%
1,200
179
$96.3K 0.03%
2,745
180
$95K 0.03%
680
181
$94.4K 0.03%
3,593
182
$93.6K 0.03%
800
183
$93.6K 0.03%
1,189
184
$93.3K 0.03%
970
185
$91.4K 0.03%
6,428
186
$91.3K 0.03%
534
+12
187
$90.7K 0.03%
365
188
$90.1K 0.03%
162
189
$88.3K 0.03%
519
+76
190
$84.7K 0.03%
300
191
$84.6K 0.03%
1,126
+226
192
$84.5K 0.03%
755
193
$82.5K 0.03%
99
+24
194
$81.8K 0.03%
2,200
-3,150
195
$81.5K 0.03%
1,300
196
$79.9K 0.03%
851
+4
197
$77.8K 0.02%
421
+106
198
$77.3K 0.02%
+1,616
199
$75.6K 0.02%
1,052
+219
200
$75.4K 0.02%
146
+13
6 7
8
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