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
76
$570K 0.26%
15,345
+60
77
$538K 0.25%
4,427
78
$525K 0.24%
13,826
-4,242
79
$514K 0.24%
5,060
-69
80
$502K 0.23%
5,433
-150
81
$500K 0.23%
5,200
+60
82
$495K 0.23%
28,305
+11,000
83
$478K 0.22%
2,145
84
$476K 0.22%
11,265
+2,295
85
$436K 0.2%
3,883
86
$427K 0.2%
3,167
+35
87
$416K 0.19%
4,415
+21
88
$403K 0.19%
2,713
+27
89
$401K 0.19%
4,597
+117
90
$400K 0.19%
8,865
-680
91
$396K 0.18%
2,655
92
$394K 0.18%
8,400
+150
93
$391K 0.18%
6,957
94
$370K 0.17%
2,354
95
$369K 0.17%
5,225
96
$336K 0.16%
+3,500
97
$328K 0.15%
+53,798
98
$324K 0.15%
5,900
99
$320K 0.15%
5,711
-140
100
$318K 0.15%
1,692
2 3
4
5 6