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
51
$1.58M 0.68%
27,590
-1,010
52
$1.56M 0.67%
22,979
-72,562
53
$1.55M 0.66%
23,439
-2,097
54
$1.54M 0.66%
19,731
-620
55
$1.52M 0.65%
52,138
-6,040
56
$1.44M 0.62%
48,126
-8,754
57
$1.44M 0.62%
35,489
+2,423
58
$1.42M 0.61%
27,831
-4,378
59
$1.4M 0.6%
29,261
-8,070
60
$1.3M 0.56%
42,564
-6,060
61
$1.23M 0.53%
29,367
+12,617
62
$1.21M 0.52%
7,914
-251
63
$1.19M 0.51%
13,684
-273
64
$1.18M 0.5%
26,039
-6,316
65
$1.13M 0.49%
90,250
+3,813
66
$1.13M 0.48%
11,599
-245
67
$1.12M 0.48%
9,829
-155
68
$1.12M 0.48%
19,805
-1,550
69
$1.04M 0.45%
7,743
-400
70
$1.04M 0.44%
27,468
71
$1.03M 0.44%
97,076
+5,385
72
$1.01M 0.43%
66,154
-16,010
73
$989K 0.42%
9,025
-340
74
$901K 0.39%
7,577
+1,003
75
$876K 0.38%
67,300
-5,750
1 2
3
4 5