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
301
$15K 0.01%
+2,100
302
$15K 0.01%
51
303
$14K 0.01%
51
304
$14K 0.01%
138
305
$14K 0.01%
1,008
306
$14K 0.01%
425
307
$13K 0.01%
200
308
$13K 0.01%
930
+500
309
$13K 0.01%
100
310
$13K 0.01%
80
+13
311
$13K 0.01%
1,072
312
$12K 0.01%
155
313
$12K 0.01%
200
314
$12K 0.01%
90
315
$12K 0.01%
200
316
$12K 0.01%
280
317
$12K 0.01%
414
+40
318
$11K 0.01%
175
319
$11K 0.01%
379
-175
320
$11K 0.01%
225
321
$11K 0.01%
240
322
$11K 0.01%
306
+2
323
$10K ﹤0.01%
96
324
$10K ﹤0.01%
54
325
$10K ﹤0.01%
36
11 12
13
14 15