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
76
$603K 0.25%
5,129
77
$593K 0.25%
15,285
78
$562K 0.23%
5,140
79
$526K 0.22%
4,427
80
$498K 0.21%
13,945
-63,476
81
$466K 0.19%
9,765
-5,325
82
$456K 0.19%
9,545
-19,855
83
$443K 0.18%
5,225
-925
84
$442K 0.18%
63,000
+16,200
85
$442K 0.18%
3,883
86
$434K 0.18%
3,132
-100
87
$421K 0.17%
11,255
-420
88
$415K 0.17%
4,394
89
$410K 0.17%
8,970
+1,257
90
$390K 0.16%
5,900
-187
91
$385K 0.16%
6,957
92
$384K 0.16%
4,480
-160
93
$383K 0.16%
2,145
94
$379K 0.16%
2,686
+160
95
$372K 0.15%
10,895
-10,129
96
$368K 0.15%
5,851
-40
97
$353K 0.15%
2,655
-100
98
$347K 0.14%
8,250
99
$344K 0.14%
+14,000
100
$334K 0.14%
4,785
-635
2 3
4
5 6