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
$240M
AUM Growth
-$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.52M
3
+$1.63M
4
HAIN icon
Hain Celestial
HAIN
+$1.36M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$868K

Top Sells

1
+$6.68M
2
+$2.27M
3
+$1.98M
4
SNY icon
Sanofi
SNY
+$1.92M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$1.09M

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%
+200
327
$12K 0.01%
90
328
$12K 0.01%
200
329
$12K 0.01%
450
330
$12K 0.01%
115
331
$12K 0.01%
30,600
+13,000
332
$11K ﹤0.01%
67
333
$11K ﹤0.01%
233
334
$11K ﹤0.01%
+3,400
335
$11K ﹤0.01%
86
-8
336
$11K ﹤0.01%
+152
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%
96
342
$9K ﹤0.01%
54
343
$9K ﹤0.01%
175
344
$9K ﹤0.01%
+330
345
$9K ﹤0.01%
155
346
$9K ﹤0.01%
136
-205
347
$9K ﹤0.01%
+300
348
$9K ﹤0.01%
+100
349
$9K ﹤0.01%
385
350
$8K ﹤0.01%
200
+100
12 13
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15 16