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

Top Buys

1
+$3.39M
2
+$2.49M
3
+$1.9M
4
HAIN icon
Hain Celestial
HAIN
+$1.63M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$912K

Top Sells

1
+$6.81M
2
+$2.57M
3
+$2.03M
4
GIS icon
General Mills
GIS
+$1.84M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$1.13M

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
376
$5K ﹤0.01%
+320
377
$5K ﹤0.01%
50
378
$5K ﹤0.01%
262
379
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41
380
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25
-8
381
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58
-21
382
$5K ﹤0.01%
324
383
$4K ﹤0.01%
43
384
$4K ﹤0.01%
26
385
$4K ﹤0.01%
40
386
$4K ﹤0.01%
60
+27
387
$4K ﹤0.01%
34
388
$3K ﹤0.01%
45
389
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20
390
$3K ﹤0.01%
330
391
$3K ﹤0.01%
50
392
$3K ﹤0.01%
18
393
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10
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20
396
$2K ﹤0.01%
350
397
$2K ﹤0.01%
6
-46
398
$2K ﹤0.01%
20
399
$2K ﹤0.01%
25
400
$2K ﹤0.01%
1
14 15
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17 18