CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
1
$24.3M 7.71%
104,448
+7,864
2
$10.5M 3.34%
95,447
-24,203
3
$9.55M 3.03%
147,006
-22,507
4
$9.44M 2.99%
77,694
+59,744
5
$8.96M 2.84%
61,247
+2,346
6
$8.33M 2.64%
203,719
-6,845
7
$7.35M 2.33%
42,606
+42,236
8
$6.58M 2.09%
26,382
+298
9
$6.57M 2.08%
190,494
-9,755
10
$6.53M 2.07%
122,670
+15,714
11
$6.37M 2.02%
23,263
+3,149
12
$6.32M 2%
276,257
-107,045
13
$6.15M 1.95%
197,565
-18,355
14
$5.78M 1.83%
406,228
-38,912
15
$5.71M 1.81%
98,199
-22,750
16
$5.7M 1.81%
20,602
+1,451
17
$5.65M 1.79%
13,120
+275
18
$5.62M 1.78%
68,315
+7,030
19
$4.99M 1.58%
25,873
+1,666
20
$4.63M 1.47%
20,936
-1,498
21
$4.38M 1.39%
106,011
-3,430
22
$4.32M 1.37%
431,146
-148,994
23
$4.31M 1.37%
256,910
-63,386
24
$4.2M 1.33%
110,767
-59,240
25
$4.09M 1.3%
34,386
-784
1
2 3 4 5