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
401
$2K ﹤0.01%
50
402
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+31
403
$2K ﹤0.01%
+70
404
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+24
405
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+13
406
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50
407
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+117
408
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20
409
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25
410
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411
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100
412
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10
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160
-4,019
414
$2K ﹤0.01%
+70
415
$2K ﹤0.01%
+48
416
$2K ﹤0.01%
350
417
$2K ﹤0.01%
+12
418
$2K ﹤0.01%
+78
419
$2K ﹤0.01%
+22
420
$1K ﹤0.01%
+48
421
$1K ﹤0.01%
6
422
$1K ﹤0.01%
+77
423
$1K ﹤0.01%
+12
424
$1K ﹤0.01%
+16
425
$1K ﹤0.01%
+19
15 16
17
18 19