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
1
$9.53M 2.99%
105,896
-357
2
$9.24M 2.9%
125,816
-10,600
3
$8.7M 2.73%
59,666
-15
4
$6.45M 2.02%
112,266
+7,112
5
$6.45M 2.02%
333,429
-36,091
6
$6.44M 2.02%
120,161
-1,975
7
$5.98M 1.87%
185,820
-1,959
8
$5.95M 1.86%
105,137
-2,898
9
$5.85M 1.83%
46,873
-4,718
10
$5.78M 1.81%
32,194
-14
11
$5.69M 1.78%
293,782
+38,372
12
$5.68M 1.78%
116,075
-1,275
13
$5.53M 1.73%
292,182
-12,518
14
$5.53M 1.73%
110,207
-2,500
15
$5.1M 1.6%
24,268
-623
16
$4.89M 1.53%
102,059
-4,668
17
$4.7M 1.47%
99,855
+5,555
18
$4.65M 1.46%
54,742
-300
19
$4.43M 1.39%
64,338
-957
20
$4.23M 1.33%
48,739
+1,535
21
$3.98M 1.25%
131,295
+10,410
22
$3.93M 1.23%
13,240
-237
23
$3.87M 1.21%
22,724
+1,141
24
$3.85M 1.21%
24,429
-231
25
$3.74M 1.17%
15,499
-1,789
1
2 3 4 5