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
$213M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.26M
3
+$909K
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$828K
5
VOD icon
Vodafone
VOD
+$770K

Top Sells

1
+$3.53M
2
+$1.62M
3
+$826K
4
NOK icon
Nokia
NOK
+$600K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$474K

Sector Composition

1 Healthcare 21.52%
2 Technology 17.36%
3 Consumer Staples 17.16%
4 Real Estate 11.49%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.02%
1,225
-210
227
$45K 0.02%
546
228
$45K 0.02%
1,538
-2,000
229
$43K 0.02%
5,350
230
$43K 0.02%
254
231
$42K 0.02%
166
232
$42K 0.02%
85
233
$41K 0.02%
1,458
-1
234
$41K 0.02%
47,000
-17,000
235
$41K 0.02%
568
236
$40K 0.02%
245
+33
237
$40K 0.02%
915
+100
238
$40K 0.02%
100
239
$39K 0.02%
471
240
$39K 0.02%
1,500
241
$38K 0.02%
3,200
242
$38K 0.02%
763
243
$38K 0.02%
1,698
244
$37K 0.02%
2,216
245
$37K 0.02%
351
246
$36K 0.02%
400
247
$36K 0.02%
135
248
$34K 0.02%
253
+23
249
$33K 0.02%
374
+50
250
$32K 0.01%
118
+11
8 9
10
11 12