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
401
$2K ﹤0.01%
417
402
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+40
403
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100
404
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50
406
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60
407
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+100
408
$1K ﹤0.01%
+29
409
$1K ﹤0.01%
18
410
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411
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59
412
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22
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– –
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41
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100
417
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$0 ﹤0.01%
6
15 16
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18 19