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
$233M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.99M
3
+$1.34M
4
EMR icon
Emerson Electric
EMR
+$1.06M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$966K

Top Sells

1
+$5.18M
2
+$1.39M
3
+$821K
4
HLIO icon
Helios Technologies
HLIO
+$626K
5
TRN icon
Trinity Industries
TRN
+$519K

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
351
$1K ﹤0.01%
+25
352
$1K ﹤0.01%
+45
353
$1K ﹤0.01%
+22
354
$1K ﹤0.01%
+4
355
$1K ﹤0.01%
+31
356
– –
0
357
$0 ﹤0.01%
+2
358
– –
0
359
– –
0
360
– –
-1,100
11 12 13 14
15