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
$213M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.26M
3
+$909K
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$828K
5
VOD icon
Vodafone
VOD
+$770K

Top Sells

1
+$3.53M
2
+$1.62M
3
+$826K
4
NOK icon
Nokia
NOK
+$600K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$474K

Sector Composition

1 Healthcare 21.52%
2 Technology 17.36%
3 Consumer Staples 17.16%
4 Real Estate 11.49%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
32
352
$6K ﹤0.01%
702
353
$5K ﹤0.01%
35
354
$5K ﹤0.01%
+139
355
$5K ﹤0.01%
50
356
$5K ﹤0.01%
53
357
$5K ﹤0.01%
27
358
$5K ﹤0.01%
+72
359
$5K ﹤0.01%
74
360
$5K ﹤0.01%
40
361
$5K ﹤0.01%
500
362
$5K ﹤0.01%
25
363
$5K ﹤0.01%
1,325
364
$4K ﹤0.01%
34
365
$4K ﹤0.01%
14
366
$4K ﹤0.01%
262
367
$4K ﹤0.01%
+45
368
$4K ﹤0.01%
+88
369
$4K ﹤0.01%
12
370
$4K ﹤0.01%
320
371
$4K ﹤0.01%
+110
372
$4K ﹤0.01%
+17
373
$4K ﹤0.01%
+63
374
$4K ﹤0.01%
+81
375
$3K ﹤0.01%
43
13 14
15
16 17