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
$261M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.57M
3
+$743K
4
AMRC icon
Ameresco
AMRC
+$565K
5
UN
Unilever NV New York Registry Shares
UN
+$409K

Top Sells

1
+$2.64M
2
+$2.33M
3
+$1.25M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.19M
5
AAPL icon
Apple
AAPL
+$778K

Sector Composition

1 Healthcare 23.14%
2 Financials 13.51%
3 Consumer Staples 12.45%
4 Technology 11.93%
5 Real Estate 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.01%
359
252
$32K 0.01%
126
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$31K 0.01%
642
254
$30K 0.01%
+864
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+600
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$28K 0.01%
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507
+200
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$27K 0.01%
640
+240
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$27K 0.01%
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261
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215
262
$26K 0.01%
1,000
263
$25K 0.01%
158
-36
264
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265
$24K 0.01%
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266
$24K 0.01%
3,083
267
$24K 0.01%
80
268
$24K 0.01%
855
269
$23K 0.01%
222
270
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100
271
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451
272
$22K 0.01%
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273
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274
$22K 0.01%
195
275
$22K 0.01%
+492
9 10
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