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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.21M
3
+$1.87M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$665K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$636K

Top Sells

1
+$2.52M
2
+$2.05M
3
+$1.64M
4
VOD icon
Vodafone
VOD
+$972K
5
KD icon
Kyndryl
KD
+$906K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.01K ﹤0.01%
22
427
$1.01K ﹤0.01%
16
428
$971 ﹤0.01%
5
429
$890 ﹤0.01%
4
430
$815 ﹤0.01%
418
+1
431
$802 ﹤0.01%
11
432
$784 ﹤0.01%
200
433
$775 ﹤0.01%
22
434
$699 ﹤0.01%
12
435
$608 ﹤0.01%
60
-100
436
$606 ﹤0.01%
18
437
$554 ﹤0.01%
450
+100
438
$483 ﹤0.01%
16
439
$471 ﹤0.01%
2
440
$440 ﹤0.01%
666
441
$317 ﹤0.01%
6
442
– –
0
443
$239 ﹤0.01%
20
444
$134 ﹤0.01%
43
445
$80 ﹤0.01%
10
446
$76 ﹤0.01%
1
-16
447
$75 ﹤0.01%
6
448
$75 ﹤0.01%
8
-2
449
$46 ﹤0.01%
1
450
$14 ﹤0.01%
50
16 17
18
19 20