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
$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
126
$211K 0.09%
+4,295
127
$208K 0.09%
2,031
-12
128
$206K 0.09%
1,320
129
$205K 0.08%
1,121
-250
130
$205K 0.08%
4,098
-3,000
131
$204K 0.08%
2,095
132
$202K 0.08%
720
133
$198K 0.08%
22,616
-99,861
134
$196K 0.08%
1,596
135
$194K 0.08%
8,066
136
$193K 0.08%
1,717
+278
137
$188K 0.08%
4,650
138
$187K 0.08%
1,110
139
$187K 0.08%
1,387
140
$185K 0.08%
1,452
-100
141
$184K 0.08%
1,195
-530
142
$182K 0.08%
4,600
143
$180K 0.07%
795
144
$179K 0.07%
908
145
$179K 0.07%
803
146
$168K 0.07%
1,670
147
$162K 0.07%
4,896
148
$160K 0.07%
1,765
149
$160K 0.07%
4,732
+3,841
150
$158K 0.07%
662
4 5
6
7 8