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
76
$837K 0.36%
34,150
+2,300
77
$727K 0.31%
8,555
-586
78
$685K 0.29%
27,760
+3,941
79
$682K 0.29%
6,600
-300
80
$654K 0.28%
3,795
-9,086
81
$599K 0.26%
5,706
+82
82
$594K 0.25%
8,250
83
$578K 0.25%
9,878
+630
84
$538K 0.23%
32,356
85
$525K 0.23%
2,544
86
$514K 0.22%
8,581
87
$501K 0.21%
7,668
88
$471K 0.2%
3,787
-613
89
$462K 0.2%
9,972
+724
90
$457K 0.2%
2,764
91
$427K 0.18%
7,854
92
$426K 0.18%
57,465
+24,245
93
$414K 0.18%
13,254
+2,512
94
$373K 0.16%
4,400
-1,750
95
$355K 0.15%
+3,500
96
$336K 0.14%
4,307
+172
97
$333K 0.14%
3,576
+250
98
$327K 0.14%
5,200
99
$321K 0.14%
18,840
-2,995
100
$295K 0.13%
16,832
-9,467
2 3
4
5 6