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
126
$171K 0.07%
+1,662
127
$169K 0.07%
+1,500
128
$168K 0.07%
2,920
-1,274
129
$163K 0.07%
3,705
-6,630
130
$158K 0.07%
+1,460
131
$157K 0.07%
+1,900
132
$154K 0.07%
+2,800
133
$149K 0.06%
+2,725
134
$147K 0.06%
+1,400
135
$146K 0.06%
+2,016
136
$144K 0.06%
+3,344
137
$144K 0.06%
+1,726
138
$142K 0.06%
+3,200
139
$141K 0.06%
+1,715
140
$141K 0.06%
+5,160
141
$134K 0.06%
6,575
-3,150
142
$133K 0.06%
+4,506
143
$126K 0.05%
+1,948
144
$124K 0.05%
+1,197
145
$123K 0.05%
+1,660
146
$120K 0.05%
+405
147
$119K 0.05%
+2,000
148
$115K 0.05%
+1,138
149
$106K 0.05%
+5,120
150
$101K 0.04%
2,121
-8,795
4 5
6
7 8