CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
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
176
$108K 0.04%
791
-4
177
$108K 0.04%
483
-12
178
$105K 0.04%
3,200
179
$105K 0.04%
3,538
-300
180
$102K 0.04%
3,945
181
$102K 0.04%
1,455
-35
182
$102K 0.04%
600
183
$100K 0.04%
693
-213
184
$99K 0.04%
1,666
-250
185
$99K 0.04%
3,095
186
$98K 0.04%
1,234
-200
187
$97K 0.04%
1,500
-150
188
$97K 0.04%
672
189
$96K 0.04%
810
190
$91K 0.04%
3,538
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191
$90K 0.04%
6,338
+51
192
$90K 0.04%
6,544
+63
193
$89K 0.04%
2,133
194
$89K 0.04%
1,400
195
$86K 0.04%
756
196
$85K 0.04%
300
197
$84K 0.03%
2,400
198
$82K 0.03%
504
199
$81K 0.03%
2,259
200
$77K 0.03%
633
-158
6 7
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