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
201
$67K 0.02%
13,000
202
$67K 0.02%
615
-1,097
203
$66K 0.02%
+504
204
$66K 0.02%
3,200
205
$66K 0.02%
300
206
$65K 0.02%
+1,300
207
$65K 0.02%
4,400
208
$65K 0.02%
1,400
209
$62K 0.02%
2,437
-1,775
210
$62K 0.02%
435
-100
211
$61K 0.02%
3,700
212
$61K 0.02%
412
213
$59K 0.02%
950
214
$58K 0.02%
381
215
$58K 0.02%
775
216
$57K 0.02%
172
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217
$54K 0.02%
153
218
$53K 0.02%
2,530
-11,155
219
$52K 0.02%
600
220
$51K 0.02%
3,200
221
$49K 0.02%
1,460
222
$49K 0.02%
+531
223
$48K 0.02%
350
224
$48K 0.02%
608
225
$48K 0.02%
425
7 8
9
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