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
$213M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.26M
3
+$909K
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$828K
5
VOD icon
Vodafone
VOD
+$770K

Top Sells

1
+$3.53M
2
+$1.62M
3
+$826K
4
NOK icon
Nokia
NOK
+$600K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$474K

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
126
$185K 0.09%
1,320
127
$185K 0.09%
12,054
128
$181K 0.08%
1,121
129
$181K 0.08%
670
130
$179K 0.08%
1,717
131
$177K 0.08%
4,600
132
$176K 0.08%
3,595
-700
133
$172K 0.08%
803
134
$172K 0.08%
1,452
135
$171K 0.08%
908
136
$170K 0.08%
1,096
-14
137
$169K 0.08%
2,031
138
$164K 0.08%
2,250
139
$159K 0.07%
1,960
+29
140
$156K 0.07%
1,387
141
$152K 0.07%
5,650
-5,245
142
$149K 0.07%
3,098
-1,000
143
$149K 0.07%
1,670
144
$147K 0.07%
662
145
$147K 0.07%
1,425
+25
146
$145K 0.07%
5,105
-8,840
147
$140K 0.07%
4,896
148
$138K 0.06%
1,849
149
$138K 0.06%
900
150
$135K 0.06%
397
-48
4 5
6
7 8