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
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%
414
+40
314
$12K 0.01%
200
315
$12K 0.01%
90
316
$12K 0.01%
200
317
$12K 0.01%
280
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%
153
+1
323
$10K ﹤0.01%
96
324
$10K ﹤0.01%
54
325
$10K ﹤0.01%
36
11 12
13
14 15