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
251
$38K 0.02%
212
252
$38K 0.02%
2,216
253
$38K 0.02%
754
254
$37K 0.02%
335
-145
255
$37K 0.02%
+2,739
256
$37K 0.02%
3,500
-2,000
257
$36K 0.01%
75
258
$36K 0.01%
870
-1,740
259
$35K 0.01%
171
-931
260
$35K 0.01%
+1,370
261
$35K 0.01%
1,392
262
$34K 0.01%
550
-120
263
$33K 0.01%
1,129
-487
264
$33K 0.01%
69
265
$33K 0.01%
555
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266
$33K 0.01%
1,700
-3,200
267
$32K 0.01%
142
-21
268
$30K 0.01%
440
269
$30K 0.01%
320
270
$30K 0.01%
301
271
$30K 0.01%
135
-3
272
$29K 0.01%
450
-675
273
$29K 0.01%
230
274
$29K 0.01%
760
275
$29K 0.01%
600
9 10
11
12 13