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
151
$134K 0.06%
1,634
152
$132K 0.06%
3,000
153
$132K 0.06%
11,002
-11,614
154
$131K 0.06%
1,527
+72
155
$130K 0.06%
2,127
156
$127K 0.06%
792
157
$126K 0.06%
1,270
158
$123K 0.06%
880
+85
159
$122K 0.06%
1,638
-1,965
160
$121K 0.06%
843
+150
161
$119K 0.06%
566
162
$119K 0.06%
1,952
163
$118K 0.05%
795
164
$117K 0.05%
1,765
165
$115K 0.05%
1,985
-2,800
166
$115K 0.05%
10,872
+140
167
$115K 0.05%
2,848
168
$113K 0.05%
8,066
169
$110K 0.05%
923
+13
170
$110K 0.05%
3,456
171
$108K 0.05%
4,470
172
$106K 0.05%
2,185
173
$101K 0.05%
4,298
174
$99K 0.05%
600
175
$99K 0.05%
483
5 6
7
8 9