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
176
$50K 0.02%
+210
177
$50K 0.02%
+489
178
$50K 0.02%
+659
179
$49K 0.02%
+600
180
$49K 0.02%
+4,500
181
$49K 0.02%
+606
182
$49K 0.02%
+1,896
183
$48K 0.02%
+1,200
184
$47K 0.02%
+1,124
185
$46K 0.02%
+567
186
$45K 0.02%
+1,133
187
$45K 0.02%
+1,848
188
$45K 0.02%
+1,383
189
$44K 0.02%
+675
190
$43K 0.02%
+1,000
191
$40K 0.02%
+1,155
192
$40K 0.02%
+650
193
$40K 0.02%
+600
194
$38K 0.02%
+433
195
$38K 0.02%
+380
196
$38K 0.02%
+433
197
$36K 0.02%
+850
198
$36K 0.02%
+950
199
$36K 0.02%
+260
200
$36K 0.02%
1,389
-23,752
6 7
8
9 10