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
151
$175K 0.05%
2,000
152
$174K 0.05%
593
-123
153
$174K 0.05%
3,870
+1,370
154
$169K 0.05%
5,581
+4,096
155
$162K 0.05%
630
156
$157K 0.05%
+9,275
157
$154K 0.05%
1,670
158
$153K 0.05%
158
+5
159
$151K 0.05%
4,731
160
$150K 0.05%
799
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161
$146K 0.05%
8,750
162
$145K 0.05%
876
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163
$145K 0.05%
1,000
164
$140K 0.04%
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165
$140K 0.04%
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166
$134K 0.04%
+2,690
167
$131K 0.04%
4,271
168
$128K 0.04%
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169
$124K 0.04%
11,100
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170
$119K 0.04%
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171
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172
$116K 0.04%
1,260
173
$115K 0.04%
1,000
174
$113K 0.04%
+1,740
175
$113K 0.04%
+2,011
5 6
7
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