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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.21M
3
+$1.87M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$665K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$636K

Top Sells

1
+$2.52M
2
+$2.05M
3
+$1.64M
4
VOD icon
Vodafone
VOD
+$972K
5
KD icon
Kyndryl
KD
+$906K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-48
502
– –
-6
503
– –
0
504
– –
-77
505
– –
-175
506
– –
0
507
– –
0
508
– –
0
509
– –
-54
510
– –
-300
511
– –
-9
512
– –
0
513
– –
-14
514
– –
-45
515
– –
0
516
– –
-31
517
– –
-11
518
– –
0
519
– –
0
520
– –
-70
521
– –
0
522
– –
-10
523
– –
-17
524
– –
-1,538
525
– –
0
18 19 20
21
22