CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$2.58M
2
+$1.39M
3
+$1.17M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.03M
5
VOD icon
Vodafone
VOD
+$949K

Top Sells

1
+$4.13M
2
+$1.88M
3
+$682K
4
FSLR icon
First Solar
FSLR
+$670K
5
KD icon
Kyndryl
KD
+$576K

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
101
$308K 0.14%
652
+13
102
$303K 0.14%
11,755
+500
103
$302K 0.14%
1,548
104
$295K 0.14%
1,063
105
$292K 0.14%
3,066
106
$280K 0.13%
7,450
-2,315
107
$279K 0.13%
3,926
108
$277K 0.13%
1,200
109
$265K 0.12%
1,137
110
$260K 0.12%
2,300
111
$245K 0.12%
1,069
-25
112
$243K 0.11%
1,100
113
$233K 0.11%
215
114
$223K 0.1%
18,360
115
$220K 0.1%
7,000
-300
116
$218K 0.1%
2,095
117
$210K 0.1%
2,942
+12
118
$208K 0.1%
4,800
+150
119
$205K 0.1%
6,976
+92
120
$205K 0.1%
720
+17
121
$201K 0.09%
1,596
122
$192K 0.09%
720
123
$192K 0.09%
1,555
-600
124
$189K 0.09%
1,074
125
$186K 0.09%
1,180
-15
3 4
5
6 7