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

Top Buys

1
+$2.58M
2
+$1.39M
3
+$1.17M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.03M
5
VOD icon
Vodafone
VOD
+$949K

Top Sells

1
+$4.13M
2
+$1.88M
3
+$682K
4
FSLR icon
First Solar
FSLR
+$670K
5
KD icon
Kyndryl
KD
+$576K

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
276
$22K 0.01%
773
-597
277
$21K 0.01%
81
+12
278
$21K 0.01%
114
279
$21K 0.01%
300
+200
280
$20K 0.01%
245
281
$20K 0.01%
5,000
-10,500
282
$20K 0.01%
140
283
$20K 0.01%
119
284
$20K 0.01%
108
-1,325
285
$20K 0.01%
312
286
$19K 0.01%
50
287
$19K 0.01%
309
+67
288
$18K 0.01%
900
289
$18K 0.01%
69
-102
290
$17K 0.01%
6,000
291
$17K 0.01%
450
292
$17K 0.01%
250
293
$17K 0.01%
120
+34
294
$16K 0.01%
300
295
$16K 0.01%
550
-25
296
$16K 0.01%
75
+12
297
$16K 0.01%
47
298
$16K 0.01%
439
299
$16K 0.01%
110
300
$15K 0.01%
246
10 11
12
13 14