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
201
$74.8K 0.02%
1,190
202
$73.9K 0.02%
223
+7
203
$72.8K 0.02%
1,118
+103
204
$72.4K 0.02%
1,282
+282
205
$72.2K 0.02%
700
206
$71.5K 0.02%
207
207
$71K 0.02%
3,471
+271
208
$69K 0.02%
150
209
$67K 0.02%
250
210
$66.5K 0.02%
336
-150
211
$65.9K 0.02%
320
212
$65.4K 0.02%
114
+54
213
$62.7K 0.02%
683
-500
214
$61.9K 0.02%
700
-675
215
$61.8K 0.02%
254
216
$60.5K 0.02%
548
+2
217
$60K 0.02%
551
218
$58.6K 0.02%
500
219
$57K 0.02%
100
220
$56.4K 0.02%
475
-15
221
$56K 0.02%
718
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222
$55.8K 0.02%
400
223
$55.2K 0.02%
500
224
$54.9K 0.02%
+316
225
$51.7K 0.02%
110
+10
7 8
9
10 11