CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+5.6%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$269M
AUM Growth
+$27.3M
(+11%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
31.06%
Holding
476
New
312
Increased
37
Reduced
62
Closed
4
Top Buys
| 1 |
ELME
Elme Communities
ELME
|
$3.74M |
| 2 |
VanEck Green Bond ETF
GRNB
|
$3.27M |
| 3 |
Smith & Nephew
SNN
|
$1.3M |
| 4 |
GSK
GSK
|
$898K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$491K |
Top Sells
| 1 |
Biogen
BIIB
|
$2.3M |
| 2 |
HMSY
HMS Holdings Corp.
HMSY
|
$1.02M |
| 3 |
CNBKA
Century Bancorp Inc/Mass
CNBKA
|
$975K |
| 4 |
Dentsply Sirona
XRAY
|
$594K |
| 5 |
Hecla Mining
HL
|
$592K |
Sector Composition
| 1 | Healthcare | 19.25% |
| 2 | Consumer Staples | 15.03% |
| 3 | Technology | 14.37% |
| 4 | Financials | 11.95% |
| 5 | Real Estate | 9.91% |
