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
$240M
AUM Growth
-$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.52M
3
+$1.63M
4
HAIN icon
Hain Celestial
HAIN
+$1.36M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$868K

Top Sells

1
+$6.68M
2
+$2.27M
3
+$1.98M
4
SNY icon
Sanofi
SNY
+$1.92M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$1.09M

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
451
– –
-1,294
452
– –
-37
453
– –
-69
454
– –
-3,500
455
– –
-5,000
456
– –
0
457
– –
-7
458
– –
-27
459
– –
-25
460
– –
-150
461
– –
-19
462
– –
0
463
$0 ﹤0.01%
1
464
– –
-50
465
– –
0
466
– –
-222
467
– –
-20
468
– –
-43
469
– –
-380
470
– –
-500
471
– –
-5
472
– –
-14
473
– –
0
474
– –
-28
475
– –
-19
16 17 18
19
20