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
$233M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.9M
3
+$1.24M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.11M
5
EMR icon
Emerson Electric
EMR
+$1.03M

Top Sells

1
+$4.93M
2
+$1.57M
3
+$888K
4
HLIO icon
Helios Technologies
HLIO
+$670K
5
TRN icon
Trinity Industries
TRN
+$616K

Sector Composition

1 Technology 16.58%
2 Industrials 16.19%
3 Healthcare 15.68%
4 Consumer Staples 12.54%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 1.31%
140,471
+11,225
27
$2.99M 1.28%
61,541
+965
28
$2.95M 1.26%
60,375
-885
29
$2.93M 1.26%
54,035
+611
30
$2.9M 1.24%
+34,772
31
$2.82M 1.21%
20,156
-1,813
32
$2.81M 1.2%
153,497
+60,792
33
$2.69M 1.15%
41,150
-1,435
34
$2.67M 1.14%
103,990
+18,395
35
$2.6M 1.11%
27,863
+785
36
$2.55M 1.09%
46,549
+2,538
37
$2.36M 1.01%
85,112
+12,580
38
$2.33M 1%
14,606
+80
39
$2.32M 1%
86,950
-970
40
$2.23M 0.96%
42,815
-804
41
$2.11M 0.9%
76,590
+8,604
42
$2.1M 0.9%
68,406
+13,601
43
$2.1M 0.9%
22,729
-50
44
$2.05M 0.88%
21,585
-5,083
45
$1.96M 0.84%
74,327
-4,461
46
$1.94M 0.83%
20,242
+202
47
$1.84M 0.79%
55,655
+1,858
48
$1.79M 0.77%
18,428
-99
49
$1.66M 0.71%
62,366
-1,050
50
$1.58M 0.68%
29,872
-3,582
1
2
3 4 5