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
201
$35K 0.02%
+861
202
$35K 0.02%
+366
203
$35K 0.02%
+435
204
$34K 0.01%
+375
205
$34K 0.01%
+745
206
$33K 0.01%
+345
207
$33K 0.01%
+810
208
$33K 0.01%
+410
209
$33K 0.01%
+972
210
$32K 0.01%
+1,200
211
$32K 0.01%
+600
212
$31K 0.01%
+470
213
$30K 0.01%
+70
214
$30K 0.01%
+780
215
$30K 0.01%
+350
216
$30K 0.01%
+630
217
$30K 0.01%
+1,412
218
$30K 0.01%
+240
219
$29K 0.01%
+2,000
220
$29K 0.01%
+397
221
$29K 0.01%
+788
222
$29K 0.01%
+3,200
223
$28K 0.01%
+730
224
$28K 0.01%
+495
225
$28K 0.01%
+2,100
7 8
9
10 11