We are live on ! Find out more
CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.91M
3
+$1.87M
4
SNN icon
Smith & Nephew
SNN
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1
+$514K
2
+$432K
3
+$413K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$410K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$405K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 14.94%
3 Technology 14.67%
4 Financials 12.15%
5 Real Estate 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
12
427
$5K ﹤0.01%
+93
428
$5K ﹤0.01%
+58
429
$5K ﹤0.01%
+8
430
$5K ﹤0.01%
+31
431
$5K ﹤0.01%
325
432
$5K ﹤0.01%
240
433
$5K ﹤0.01%
98
434
$4K ﹤0.01%
166
435
$4K ﹤0.01%
100
436
$4K ﹤0.01%
34
437
$4K ﹤0.01%
109
-35
438
$4K ﹤0.01%
350
439
$4K ﹤0.01%
10
440
$4K ﹤0.01%
132
441
$4K ﹤0.01%
18
442
$4K ﹤0.01%
170
443
$4K ﹤0.01%
300
444
$4K ﹤0.01%
50
445
$3K ﹤0.01%
20
446
$3K ﹤0.01%
45
447
$3K ﹤0.01%
+71
448
$3K ﹤0.01%
+31
449
$3K ﹤0.01%
18
450
$3K ﹤0.01%
+40
16 17
18
19 20