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
176
$112K 0.04%
4,298
177
$111K 0.03%
1,888
-800
178
$110K 0.03%
2,100
179
$110K 0.03%
990
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180
$107K 0.03%
800
181
$98K 0.03%
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182
$98K 0.03%
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183
$96K 0.03%
1,811
184
$92K 0.03%
471
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185
$87K 0.03%
3,000
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186
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2,109
187
$83K 0.03%
1,352
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188
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189
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190
$78K 0.02%
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191
$78K 0.02%
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192
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193
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194
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195
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196
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197
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199
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200
$68K 0.02%
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