CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
26
$3.36M 1.39%
13,089
+55
27
$3.23M 1.33%
61,667
+3,548
28
$3.1M 1.28%
37,244
-776
29
$2.98M 1.23%
69,834
-1,965
30
$2.93M 1.21%
12,032
-295
31
$2.83M 1.17%
119,077
+57,374
32
$2.71M 1.12%
22,251
-315
33
$2.44M 1.01%
43,732
-1,580
34
$2.1M 0.87%
8,521
-225
35
$2M 0.83%
101,350
-25,550
36
$1.98M 0.82%
14,918
-1,383
37
$1.96M 0.81%
425,645
-35,360
38
$1.89M 0.78%
27,763
+1,629
39
$1.85M 0.76%
78,317
-283,536
40
$1.83M 0.76%
10,987
+200
41
$1.78M 0.74%
3,277
-53
42
$1.78M 0.73%
11,948
-50
43
$1.72M 0.71%
4,449
-121
44
$1.66M 0.69%
17,070
-250
45
$1.59M 0.66%
8,714
-11
46
$1.49M 0.62%
152,172
+45,497
47
$1.39M 0.58%
83,145
-64,909
48
$1.28M 0.53%
14,909
+950
49
$1.27M 0.52%
3,904
-122
50
$1.23M 0.51%
27,062
-885
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