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
51
$1.05M 0.49%
10,960
+120
52
$1.05M 0.49%
25,944
+96
53
$986K 0.46%
11,453
+42
54
$971K 0.45%
6,262
-451
55
$947K 0.44%
55,418
-27,727
56
$913K 0.42%
6,644
57
$837K 0.39%
11,644
+114
58
$814K 0.38%
7,950
+2,200
59
$801K 0.37%
96,797
-55,375
60
$788K 0.37%
14,521
61
$722K 0.34%
4,328
62
$705K 0.33%
13,385
63
$688K 0.32%
5,127
-806
64
$687K 0.32%
8,900
-850
65
$683K 0.32%
2,559
66
$681K 0.32%
7,037
+26
67
$643K 0.3%
1,800
68
$638K 0.3%
4,123
69
$634K 0.29%
15,326
70
$626K 0.29%
12,379
71
$626K 0.29%
7,980
72
$623K 0.29%
25,800
+11,800
73
$613K 0.28%
14,012
+250
74
$609K 0.28%
1,206
+17
75
$581K 0.27%
15,282
-92,764
1 2
3
4 5