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
151
$158K 0.07%
1,931
-11
152
$157K 0.06%
1,634
-41
153
$152K 0.06%
900
-92
154
$149K 0.06%
2,250
-145
155
$146K 0.06%
3,000
156
$145K 0.06%
445
157
$142K 0.06%
+1,849
158
$136K 0.06%
1,952
159
$135K 0.06%
1,270
160
$132K 0.05%
43,500
+25,000
161
$129K 0.05%
566
162
$126K 0.05%
10,732
+136
163
$124K 0.05%
2,127
164
$122K 0.05%
910
-75
165
$122K 0.05%
4,470
166
$121K 0.05%
792
167
$120K 0.05%
11,000
168
$120K 0.05%
1,335
169
$120K 0.05%
1,340
170
$119K 0.05%
12,000
171
$117K 0.05%
2,185
172
$117K 0.05%
4,298
173
$116K 0.05%
3,456
-333
174
$115K 0.05%
795
+135
175
$112K 0.05%
2,848
5 6
7
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