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
101
$392K 0.12%
3,347
-50
102
$382K 0.12%
7,098
-140
103
$380K 0.12%
2,100
104
$377K 0.12%
6,816
105
$374K 0.12%
1,592
-453
106
$366K 0.11%
6,911
+2,884
107
$363K 0.11%
3,013
108
$360K 0.11%
9,099
109
$357K 0.11%
7,935
+6,836
110
$354K 0.11%
3,760
111
$352K 0.11%
4,133
112
$350K 0.11%
4,496
-600
113
$345K 0.11%
6,200
-2,498
114
$340K 0.11%
3,070
115
$338K 0.11%
1,446
116
$333K 0.1%
2,533
-800
117
$315K 0.1%
2,455
-130
118
$313K 0.1%
1,531
119
$312K 0.1%
13,161
-900
120
$310K 0.1%
1,575
121
$302K 0.09%
9,570
122
$293K 0.09%
12,129
123
$293K 0.09%
2,142
-27
124
$291K 0.09%
1,485
+1,320
125
$279K 0.09%
5,758
+372
3 4
5
6 7