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
126
$278K 0.09%
3,642
+20
127
$275K 0.09%
15,000
128
$268K 0.08%
9,068
129
$268K 0.08%
9,180
130
$263K 0.08%
8,066
131
$263K 0.08%
5,960
+5,900
132
$262K 0.08%
4,320
133
$257K 0.08%
3,078
134
$251K 0.08%
2,168
+1,183
135
$239K 0.07%
3,068
+67
136
$234K 0.07%
29,000
-4,000
137
$231K 0.07%
2,251
138
$228K 0.07%
1,550
139
$201K 0.06%
3,000
-440
140
$197K 0.06%
2,807
+53
141
$191K 0.06%
1,387
142
$189K 0.06%
5,730
143
$186K 0.06%
1,861
144
$186K 0.06%
7,500
145
$185K 0.06%
+6,286
146
$184K 0.06%
2,325
+1,335
147
$184K 0.06%
1,220
-150
148
$184K 0.06%
1,535
149
$183K 0.06%
2,500
-135
150
$182K 0.06%
1,700
4 5
6
7 8