CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
-10.33%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$240M
AUM Growth
-$39.6M
(-14%)
Cap. Flow
-$7.98M
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
30.52%
Holding
499
New
19
Increased
47
Reduced
133
Closed
69
Top Buys
| 1 |
Takeda Pharmaceutical
TAK
|
$3.34M |
| 2 |
HTO
H2O America Common Stock
HTO
|
$2.52M |
| 3 |
Healthpeak Properties
DOC
|
$1.63M |
| 4 |
Hain Celestial
HAIN
|
$1.36M |
| 5 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$868K |
Top Sells
| 1 |
VanEck Green Bond ETF
GRNB
|
$6.68M |
| 2 |
Dentsply Sirona
XRAY
|
$2.27M |
| 3 |
General Mills
GIS
|
$1.98M |
| 4 |
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% |
