CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
-5.35%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$226M
AUM Growth
-$17.2M
(-7.1%)
Cap. Flow
-$1.37M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
33.64%
Holding
421
New
15
Increased
59
Reduced
80
Closed
42
Top Buys
| 1 |
Healthcare Realty
HR
|
$1.01M |
| 2 |
HTO
H2O America Common Stock
HTO
|
$601K |
| 3 |
Apple
AAPL
|
$498K |
| 4 |
Amalgamated Financial
AMAL
|
$438K |
| 5 |
Camden National
CAC
|
$337K |
Top Sells
| 1 |
John Wiley & Sons Class A
WLY
|
$3.44M |
| 2 |
Sprouts Farmers Market
SFM
|
$927K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$351K |
| 4 |
Colgate-Palmolive
CL
|
$304K |
| 5 |
General Mills
GIS
|
$244K |
Sector Composition
| 1 | Healthcare | 24.34% |
| 2 | Technology | 20.3% |
| 3 | Consumer Staples | 15.51% |
| 4 | Real Estate | 8.47% |
| 5 | Communication Services | 7.39% |
