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
76
$690K 0.22%
4,770
77
$678K 0.21%
10,557
+3,610
78
$620K 0.19%
13,404
-148
79
$617K 0.19%
3,868
80
$610K 0.19%
9,495
81
$602K 0.19%
2,659
+200
82
$561K 0.18%
1,744
-32
83
$526K 0.16%
8,765
84
$517K 0.16%
4,845
-600
85
$510K 0.16%
5,037
+12
86
$504K 0.16%
8,550
87
$499K 0.16%
11,990
-1,160
88
$496K 0.16%
9,068
89
$488K 0.15%
81,000
+7,000
90
$479K 0.15%
16,190
+10,895
91
$459K 0.14%
10,555
-131
92
$452K 0.14%
8,080
-377
93
$445K 0.14%
1,365
94
$444K 0.14%
3,918
-85
95
$443K 0.14%
3,562
-200
96
$426K 0.13%
10,350
+1,350
97
$421K 0.13%
2,850
98
$413K 0.13%
24,765
+1,000
99
$411K 0.13%
22,100
+600
100
$402K 0.13%
4,715
-120
2 3
4
5 6