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
$240M
AUM Growth
-$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.52M
3
+$1.63M
4
HAIN icon
Hain Celestial
HAIN
+$1.36M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$868K

Top Sells

1
+$6.68M
2
+$2.27M
3
+$1.98M
4
SNY icon
Sanofi
SNY
+$1.92M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$1.09M

Sector Composition

1 Healthcare 22.61%
2 Consumer Staples 16.74%
3 Technology 16.21%
4 Real Estate 12.71%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.02%
507
227
$52K 0.02%
1,278
228
$52K 0.02%
406
229
$52K 0.02%
4,179
230
$51K 0.02%
1,668
231
$49K 0.02%
5,350
232
$48K 0.02%
625
233
$48K 0.02%
1,500
234
$47K 0.02%
400
235
$45K 0.02%
1,948
-48
236
$45K 0.02%
763
237
$45K 0.02%
546
238
$45K 0.02%
254
239
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240
$44K 0.02%
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241
$43K 0.02%
471
242
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243
$42K 0.02%
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244
$41K 0.02%
100
245
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246
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351
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107
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248
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249
$39K 0.02%
85
250
$39K 0.02%
568
8 9
10
11 12