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
101
$330K 0.14%
1,548
-113
102
$324K 0.13%
2,354
+150
103
$323K 0.13%
17,305
+13,500
104
$306K 0.13%
639
105
$302K 0.12%
3,926
106
$296K 0.12%
1,692
-28
107
$296K 0.12%
1,200
108
$288K 0.12%
1,433
109
$284K 0.12%
3,066
-499
110
$284K 0.12%
2,155
111
$280K 0.12%
1,063
112
$278K 0.11%
18,360
-190
113
$277K 0.11%
7,300
+50
114
$275K 0.11%
3,603
-222
115
$273K 0.11%
1,137
116
$271K 0.11%
2,930
-75
117
$270K 0.11%
6,884
-609
118
$253K 0.1%
12,054
-3,905
119
$247K 0.1%
215
120
$246K 0.1%
1,094
-62
121
$244K 0.1%
2,300
-340
122
$237K 0.1%
1,100
123
$222K 0.09%
703
-11
124
$222K 0.09%
670
125
$216K 0.09%
1,074
+74
3 4
5
6 7