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
401
$2K ﹤0.01%
+15
402
$2K ﹤0.01%
+131
403
$2K ﹤0.01%
+121
404
$2K ﹤0.01%
+24
405
$2K ﹤0.01%
+16
406
$2K ﹤0.01%
+34
407
$2K ﹤0.01%
50
408
$2K ﹤0.01%
+31
409
$2K ﹤0.01%
10
410
$2K ﹤0.01%
+70
411
$2K ﹤0.01%
+24
412
$2K ﹤0.01%
+13
413
$2K ﹤0.01%
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%
+5
421
$1K ﹤0.01%
+48
422
$1K ﹤0.01%
6
423
$1K ﹤0.01%
+77
424
$1K ﹤0.01%
+12
425
$1K ﹤0.01%
+16
15 16
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18 19