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
251
$32K 0.01%
1,392
252
$32K 0.01%
3,500
253
$31K 0.01%
75
254
$31K 0.01%
320
255
$31K 0.01%
69
256
$31K 0.01%
754
257
$31K 0.01%
142
258
$30K 0.01%
4,000
-59,000
259
$30K 0.01%
1,129
260
$29K 0.01%
510
261
$28K 0.01%
787
+27
262
$28K 0.01%
600
263
$27K 0.01%
210
+10
264
$25K 0.01%
1,200
265
$25K 0.01%
301
266
$24K 0.01%
450
267
$24K 0.01%
375
268
$24K 0.01%
268
+101
269
$24K 0.01%
100
270
$24K 0.01%
900
+100
271
$24K 0.01%
2,062
-677
272
$23K 0.01%
75
273
$22K 0.01%
500
274
$22K 0.01%
120
275
$22K 0.01%
773
-597
9 10
11
12 13