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
51
$1.45M 0.45%
65,090
-2,250
52
$1.44M 0.45%
82,525
+32,275
53
$1.29M 0.4%
3,978
-30
54
$1.21M 0.38%
14,067
+2,175
55
$1.14M 0.36%
13,302
+22
56
$1.12M 0.35%
10,788
-22
57
$1.11M 0.35%
8,695
+215
58
$1.04M 0.33%
11,790
59
$1.04M 0.33%
11,964
-125
60
$1M 0.31%
9,533
-250
61
$937K 0.29%
7,308
-612
62
$928K 0.29%
13,860
-220
63
$923K 0.29%
19,669
-262
64
$915K 0.29%
30,995
+2,767
65
$897K 0.28%
47,975
-9,500
66
$879K 0.28%
6,306
-300
67
$856K 0.27%
16,605
68
$851K 0.27%
13,380
69
$796K 0.25%
12,916
+1,600
70
$789K 0.25%
13,189
+1,500
71
$788K 0.25%
11,288
+945
72
$755K 0.24%
4,268
73
$708K 0.22%
14,890
-400
74
$700K 0.22%
16,790
75
$699K 0.22%
12,105
-5,489
1 2
3
4 5