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
101
$293K 0.13%
2,900
+400
102
$291K 0.12%
4,348
103
$287K 0.12%
1,987
+100
104
$287K 0.12%
4,736
105
$286K 0.12%
5,048
+800
106
$286K 0.12%
3,900
107
$280K 0.12%
27,905
-23,135
108
$258K 0.11%
7,260
-714
109
$249K 0.11%
+6,142
110
$247K 0.11%
15,085
-486
111
$237K 0.1%
4,720
112
$235K 0.1%
+1,681
113
$235K 0.1%
5,380
114
$230K 0.1%
+5,784
115
$230K 0.1%
4,050
116
$227K 0.1%
3,280
117
$224K 0.1%
9,936
-10,200
118
$224K 0.1%
3,163
119
$213K 0.09%
+1,647
120
$207K 0.09%
+2,830
121
$205K 0.09%
+908
122
$203K 0.09%
4,042
123
$194K 0.08%
+4,534
124
$188K 0.08%
+3,160
125
$177K 0.08%
2,385
-975
3 4
5
6 7