CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.9M
3
+$1.24M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.11M
5
EMR icon
Emerson Electric
EMR
+$1.03M

Top Sells

1
+$4.93M
2
+$1.57M
3
+$888K
4
HLIO icon
Helios Technologies
HLIO
+$670K
5
TRN icon
Trinity Industries
TRN
+$616K

Sector Composition

1 Technology 16.58%
2 Industrials 16.19%
3 Healthcare 15.68%
4 Consumer Staples 12.54%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
+90
327
$4K ﹤0.01%
+35
328
$4K ﹤0.01%
+58
329
$4K ﹤0.01%
+40
330
$4K ﹤0.01%
+95
331
$4K ﹤0.01%
+50
332
$4K ﹤0.01%
+182
333
$4K ﹤0.01%
+427
334
$4K ﹤0.01%
+240
335
$4K ﹤0.01%
+106
336
$4K ﹤0.01%
+225
337
$4K ﹤0.01%
+70
338
$3K ﹤0.01%
+435
339
$3K ﹤0.01%
600
340
$3K ﹤0.01%
+144
341
$3K ﹤0.01%
+60
342
$3K ﹤0.01%
+68
343
$3K ﹤0.01%
+150
344
$3K ﹤0.01%
+145
345
$2K ﹤0.01%
+10
346
$2K ﹤0.01%
+15
347
$2K ﹤0.01%
+21
348
$2K ﹤0.01%
+40
349
$2K ﹤0.01%
+46
350
$2K ﹤0.01%
+100
11 12 13
14
15