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
26
$3.69M 1.16%
25,039
-539
27
$3.62M 1.14%
26,499
+779
28
$3.4M 1.06%
117,368
-2,520
29
$3.1M 0.97%
119,373
-48,315
30
$3M 0.94%
48,802
+481
31
$2.96M 0.93%
27,400
-405
32
$2.92M 0.91%
84,560
-1,470
33
$2.88M 0.9%
44,351
-10,640
34
$2.88M 0.9%
10,840
-52
35
$2.78M 0.87%
10,630
+511
36
$2.48M 0.78%
50,580
-2,180
37
$2.45M 0.77%
12,391
+7
38
$2.35M 0.74%
17,818
-9,037
39
$2.25M 0.71%
39,770
+28,516
40
$2M 0.63%
9,159
-150
41
$1.99M 0.62%
78,438
-14,975
42
$1.99M 0.62%
25,482
-2,640
43
$1.91M 0.6%
32,264
44
$1.91M 0.6%
41,462
-3,695
45
$1.75M 0.55%
23,608
-31,408
46
$1.7M 0.53%
13,795
47
$1.58M 0.5%
42,588
+2,908
48
$1.57M 0.49%
7,491
49
$1.57M 0.49%
+35,072
50
$1.5M 0.47%
14,077
-1,485
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2
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