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
326
$12K 0.01%
63
327
$12K 0.01%
150
328
$12K 0.01%
+200
329
$12K 0.01%
90
330
$12K 0.01%
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331
$12K 0.01%
115
332
$11K ﹤0.01%
67
333
$11K ﹤0.01%
86
-8
334
$11K ﹤0.01%
233
335
$11K ﹤0.01%
+340
336
$11K ﹤0.01%
+304
337
$10K ﹤0.01%
430
+100
338
$10K ﹤0.01%
+138
339
$10K ﹤0.01%
36
340
$10K ﹤0.01%
374
341
$9K ﹤0.01%
54
342
$9K ﹤0.01%
175
343
$9K ﹤0.01%
+330
344
$9K ﹤0.01%
+300
345
$9K ﹤0.01%
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346
$9K ﹤0.01%
155
347
$9K ﹤0.01%
136
-205
348
$9K ﹤0.01%
+100
349
$9K ﹤0.01%
385
350
$8K ﹤0.01%
200
+100
12 13
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