CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.9M
3
+$1.24M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.11M
5
EMR icon
Emerson Electric
EMR
+$1.03M

Top Sells

1
+$4.93M
2
+$1.57M
3
+$888K
4
HLIO icon
Helios Technologies
HLIO
+$670K
5
TRN icon
Trinity Industries
TRN
+$616K

Sector Composition

1 Technology 16.58%
2 Industrials 16.19%
3 Healthcare 15.68%
4 Consumer Staples 12.54%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
+439
227
$28K 0.01%
+3,644
228
$28K 0.01%
+238
229
$28K 0.01%
+2,585
230
$28K 0.01%
+442
231
$28K 0.01%
+570
232
$27K 0.01%
+816
233
$27K 0.01%
+859
234
$26K 0.01%
+1,515
235
$26K 0.01%
+1,000
236
$26K 0.01%
+225
237
$26K 0.01%
+671
238
$26K 0.01%
+740
239
$25K 0.01%
+600
240
$25K 0.01%
+400
241
$25K 0.01%
+500
242
$25K 0.01%
+565
243
$25K 0.01%
+1,163
244
$25K 0.01%
+595
245
$25K 0.01%
+760
246
$25K 0.01%
+600
247
$24K 0.01%
+373
248
$24K 0.01%
+1,050
249
$24K 0.01%
+475
250
$23K 0.01%
+800
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