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
301
$17K 0.01%
+6,000
302
$17K 0.01%
300
303
$17K 0.01%
900
304
$17K 0.01%
439
305
$16K 0.01%
246
306
$16K 0.01%
51
307
$16K 0.01%
800
+760
308
$15K 0.01%
1,008
309
$14K 0.01%
1,072
310
$14K 0.01%
242
311
$14K 0.01%
425
312
$14K 0.01%
257
+40
313
$14K 0.01%
51
314
$14K 0.01%
100
315
$14K 0.01%
+225
316
$14K 0.01%
47
-7
317
$13K 0.01%
175
-23
318
$13K 0.01%
200
319
$13K 0.01%
280
-38
320
$13K 0.01%
155
321
$13K 0.01%
155
322
$13K 0.01%
729
323
$12K 0.01%
450
324
$12K 0.01%
30,600
+13,000
325
$12K 0.01%
240
11 12
13
14 15