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
51
$1.19M 0.49%
25,848
52
$1.18M 0.49%
10,840
-60
53
$1.18M 0.49%
4,283
-3
54
$1.17M 0.48%
6,713
-625
55
$1.09M 0.45%
5,484
56
$1.04M 0.43%
11,411
57
$917K 0.38%
18,068
-290
58
$909K 0.38%
5,933
59
$855K 0.35%
9,750
60
$850K 0.35%
6,644
-500
61
$846K 0.35%
14,521
+800
62
$820K 0.34%
12,379
-200
63
$789K 0.33%
4,328
-100
64
$762K 0.32%
7,011
65
$744K 0.31%
13,385
66
$728K 0.3%
11,530
-125
67
$722K 0.3%
13,762
-270
68
$703K 0.29%
15,326
69
$699K 0.29%
2,559
-62
70
$679K 0.28%
1,800
71
$661K 0.27%
5,750
+3,000
72
$633K 0.26%
4,123
-50
73
$618K 0.26%
7,980
-14
74
$611K 0.25%
1,189
75
$604K 0.25%
5,583
-195
1 2
3
4 5