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
176
$97K 0.05%
691
-100
177
$95K 0.04%
1,335
178
$95K 0.04%
3,945
179
$94K 0.04%
1,666
180
$91K 0.04%
3,095
181
$90K 0.04%
1,234
182
$90K 0.04%
311
+11
183
$88K 0.04%
672
184
$86K 0.04%
3,570
+32
185
$86K 0.04%
6,608
+64
186
$84K 0.04%
6,390
+52
187
$84K 0.04%
756
188
$82K 0.04%
504
189
$82K 0.04%
2,133
190
$80K 0.04%
2,259
191
$80K 0.04%
3,200
192
$79K 0.04%
1,200
193
$76K 0.04%
8,000
-3,000
194
$74K 0.03%
633
195
$74K 0.03%
810
196
$73K 0.03%
800
+150
197
$72K 0.03%
680
198
$70K 0.03%
800
199
$70K 0.03%
1,500
200
$69K 0.03%
300
6 7
8
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