CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$3.39M
2
+$2.49M
3
+$1.9M
4
HAIN icon
Hain Celestial
HAIN
+$1.63M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$912K

Top Sells

1
+$6.81M
2
+$2.57M
3
+$2.03M
4
GIS icon
General Mills
GIS
+$1.84M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$1.13M

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
276
$28K 0.01%
510
277
$27K 0.01%
1,200
+200
278
$27K 0.01%
2,150
279
$26K 0.01%
375
280
$25K 0.01%
200
281
$25K 0.01%
114
282
$25K 0.01%
400
-80
283
$25K 0.01%
100
284
$25K 0.01%
324
-30
285
$24K 0.01%
500
-740
286
$24K 0.01%
40
-10
287
$24K 0.01%
120
288
$24K 0.01%
75
289
$22K 0.01%
312
290
$21K 0.01%
50
291
$20K 0.01%
140
292
$19K 0.01%
69
-3
293
$19K 0.01%
245
294
$19K 0.01%
119
295
$18K 0.01%
167
+40
296
$18K 0.01%
250
297
$18K 0.01%
575
298
$17K 0.01%
554
-40
299
$17K 0.01%
110
300
$17K 0.01%
450
10 11
12
13 14