CLEAN YIELD GROUP Overview
Clean Yield Group is an investment advisor that manages 291 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 202MM in positions, representing 69% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 202MM in positions, representing 69% of the manager's regulatory AUM.
CLEAN YIELD GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLEAN YIELD GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.92% | Tech | 14.2% | 0.02% | 0 | 36% | ||
| UN | 3.89% | Cons. Staples | 1.01% | -0.06% | 0 | 6% | ||
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FEATURED IN
CLEAN YIELD GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dorigen R. Hofmann | Vice President, Chief Compliance Officer | October-2012 |
| Elizabeth D. Glenshaw | President & Treasurer | October-2014 |
| Eric M. Becker | Secretary | October-2012 |
CLEAN YIELD GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CLEAN YIELD GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ............................................................... 8
Methods of Analysis & Investment Strategy ............................................................................................ 8
Risk of Loss ................................................................................................................................................ 9
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Methods of Analysis & Investment Strategy ............................................................................................ 8
Risk of Loss ................................................................................................................................................ 9
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CLEAN YIELD GROUP Portfolio Concentration
CLEAN YIELD GROUP Location
16 BEAVER MEADOW RD.
NORWICH, Vermont
UNITED STATES, 05055
NORWICH, Vermont
UNITED STATES, 05055
CLEAN YIELD GROUP Contact Information
Phone Number: 802-526-2525
Fax Number: 802-526-2528
Website: http://www.cleanyield.com
Fax Number: 802-526-2528
Website: http://www.cleanyield.com
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