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
276
$21K 0.01%
498
-146
277
$21K 0.01%
591
278
$21K 0.01%
370
279
$21K 0.01%
142
280
$20K 0.01%
250
281
$18K 0.01%
107
282
$18K 0.01%
+158
283
$18K 0.01%
20,150
-67,000
284
$17K 0.01%
175
285
$17K 0.01%
362
286
$17K 0.01%
+314
287
$17K 0.01%
45
288
$17K 0.01%
105
289
$17K 0.01%
224
290
$16K 0.01%
300
291
$16K 0.01%
348
292
$16K 0.01%
450
293
$15K ﹤0.01%
250
294
$15K ﹤0.01%
+500
295
$14K ﹤0.01%
351
296
$14K ﹤0.01%
177
297
$13K ﹤0.01%
367
298
$13K ﹤0.01%
499
299
$12K ﹤0.01%
41
300
$11K ﹤0.01%
113
-115
10 11
12
13 14