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

Top Buys

1
+$2.58M
2
+$1.39M
3
+$1.17M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.03M
5
VOD icon
Vodafone
VOD
+$949K

Top Sells

1
+$4.13M
2
+$1.88M
3
+$682K
4
FSLR icon
First Solar
FSLR
+$670K
5
KD icon
Kyndryl
KD
+$576K

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%
70
352
$6K ﹤0.01%
8
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%
1,325
360
$5K ﹤0.01%
74
361
$5K ﹤0.01%
40
362
$5K ﹤0.01%
500
363
$5K ﹤0.01%
25
364
$4K ﹤0.01%
+17
365
$4K ﹤0.01%
+63
366
$4K ﹤0.01%
+81
367
$4K ﹤0.01%
34
368
$4K ﹤0.01%
14
369
$4K ﹤0.01%
262
370
$4K ﹤0.01%
+45
371
$4K ﹤0.01%
+88
372
$4K ﹤0.01%
12
373
$4K ﹤0.01%
320
374
$4K ﹤0.01%
+110
375
$3K ﹤0.01%
43
13 14
15
16 17