We are live on ! Find out more
CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.91M
3
+$1.87M
4
SNN icon
Smith & Nephew
SNN
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1
+$514K
2
+$432K
3
+$413K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$410K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$405K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 14.94%
3 Technology 14.67%
4 Financials 12.15%
5 Real Estate 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
0
477
– –
-257
478
– –
-25
479
– –
-10
480
$0 ﹤0.01%
6
481
– –
0
482
– –
-20
483
– –
0
484
– –
0
485
– –
-40
486
– –
0
487
– –
-125
488
– –
-4,165
489
– –
0
490
– –
-13
491
– –
0
492
– –
0
493
– –
-75
494
– –
0
495
– –
-320
496
– –
0
497
– –
0
498
– –
-155
499
– –
-710
500
– –
0
17 18 19
20
21