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
251
$23K 0.01%
+1,650
252
$22K 0.01%
+200
253
$22K 0.01%
+1,150
254
$22K 0.01%
+1,089
255
$22K 0.01%
+175
256
$21K 0.01%
+385
257
$20K 0.01%
+55
258
$20K 0.01%
+400
259
$20K 0.01%
+2,100
260
$20K 0.01%
+185
261
$19K 0.01%
+70
262
$19K 0.01%
+230
263
$19K 0.01%
+800
264
$19K 0.01%
+475
265
$18K 0.01%
+341
266
$18K 0.01%
+400
267
$18K 0.01%
+344
268
$17K 0.01%
+265
269
$17K 0.01%
+105
270
$16K 0.01%
+260
271
$16K 0.01%
+200
272
$16K 0.01%
+362
273
$16K 0.01%
+685
274
$16K 0.01%
+1,500
275
$15K 0.01%
+650
9 10
11
12 13