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
$213M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.26M
3
+$909K
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$828K
5
VOD icon
Vodafone
VOD
+$770K

Top Sells

1
+$3.53M
2
+$1.62M
3
+$826K
4
NOK icon
Nokia
NOK
+$600K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$474K

Sector Composition

1 Healthcare 21.52%
2 Technology 17.36%
3 Consumer Staples 17.16%
4 Real Estate 11.49%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 1.23%
151,143
-92,017
27
$2.64M 1.23%
37,044
-200
28
$2.62M 1.22%
20,783
-2,926
29
$2.55M 1.18%
11,317
-715
30
$2.45M 1.14%
21,843
-408
31
$2.17M 1.01%
43,532
-200
32
$2.14M 0.99%
50,853
-10,814
33
$2.11M 0.98%
90,109
+85,377
34
$2.1M 0.97%
124,435
+5,358
35
$1.9M 0.88%
8,521
36
$1.87M 0.87%
15,245
+327
37
$1.85M 0.86%
82,183
-19,167
38
$1.79M 0.83%
10,987
39
$1.77M 0.82%
26,572
-490
40
$1.72M 0.8%
4,449
41
$1.67M 0.77%
3,289
+12
42
$1.57M 0.73%
8,714
43
$1.55M 0.72%
11,948
44
$1.51M 0.7%
17,070
45
$1.48M 0.69%
65,721
-12,596
46
$1.37M 0.63%
16,014
+1,105
47
$1.26M 0.59%
3,904
48
$1.22M 0.57%
285,227
-140,418
49
$1.19M 0.55%
4,293
+10
50
$1.11M 0.52%
5,484
1
2
3 4 5