Jenny Ly

@Clean Yield Group

Latest period2024 - Q4

Reported5d ago

Managed Assets$314.392M

Total holdings458

Assets growth rate-0.38%

Assets growth rate (2-Q avg)8.76%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clean Yield Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 458 positions.

Assets under management

The assets under management (AUM) of Clean Yield Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 314.392M in assets, with a quarterly growth rate of -0.38% and a 2-quarter average growth rate of 8.76%. The portfolio is managed by Jenny Ly, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IJHIshares Core S&p Mid-cap Etf Recent Activity New Position	0.01%	$1 0 shares@ $0.0 avg price	New Position
STEWSrh Total Return Fund Inc Com Recent Activity New Position	0.01%	$1 0 shares@ $0.0 avg price	New Position