CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+0.51%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$243M
AUM Growth
+$8.03M
(+3.4%)
Cap. Flow
+$7.84M
Cap. Flow
% of AUM
3.23%
Top 10 Holdings %
Top 10 Hldgs %
33.3%
Holding
441
New
17
Increased
36
Reduced
96
Closed
35
Top Buys
| 1 |
Nokia
NOK
|
$2.97M |
| 2 |
Ameresco
AMRC
|
$2.67M |
| 3 |
Vodafone
VOD
|
$1.35M |
| 4 |
John Wiley & Sons Class A
WLY
|
$1.33M |
| 5 |
Organon & Co
OGN
|
$1.16M |
Top Sells
| 1 |
Cousins Properties
CUZ
|
$1.12M |
| 2 |
Hingham Institution for Saving
HIFS
|
$560K |
| 3 |
First Solar
FSLR
|
$432K |
| 4 |
Colgate-Palmolive
CL
|
$387K |
| 5 |
Sprouts Farmers Market
SFM
|
$376K |
Sector Composition
| 1 | Healthcare | 23.37% |
| 2 | Technology | 19.16% |
| 3 | Consumer Staples | 16.25% |
| 4 | Real Estate | 8.66% |
| 5 | Communication Services | 8.47% |
