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
151
$94K 0.04%
+2,226
152
$91K 0.04%
+2,400
153
$90K 0.04%
+539
154
$84K 0.04%
+644
155
$84K 0.04%
+1,950
156
$84K 0.04%
+1,500
157
$83K 0.04%
+1,130
158
$80K 0.03%
+1,554
159
$70K 0.03%
+582
160
$69K 0.03%
+990
161
$69K 0.03%
+1,950
162
$66K 0.03%
+2,070
163
$66K 0.03%
+2,702
164
$65K 0.03%
+428
165
$63K 0.03%
+1,264
166
$61K 0.03%
+808
167
$59K 0.03%
+4,140
168
$59K 0.03%
+1,100
169
$58K 0.02%
+669
170
$56K 0.02%
+704
171
$56K 0.02%
+1,100
172
$53K 0.02%
+1,200
173
$51K 0.02%
+1,075
174
$51K 0.02%
+736
175
$51K 0.02%
+2,000
5 6
7
8 9