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
$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
201
$77K 0.03%
680
202
$76K 0.03%
1,500
203
$75K 0.03%
456
+61
204
$74K 0.03%
800
-33
205
$72K 0.03%
366
-27
206
$71K 0.03%
300
207
$71K 0.03%
300
208
$70K 0.03%
300
209
$68K 0.03%
64,000
+16,000
210
$68K 0.03%
594
-28
211
$68K 0.03%
7,000
-8,000
212
$62K 0.03%
400
213
$62K 0.03%
160
214
$61K 0.03%
15,500
+10,500
215
$61K 0.03%
571
-1,597
216
$60K 0.02%
1,435
217
$60K 0.02%
+1,000
218
$60K 0.02%
383
-69
219
$60K 0.02%
153
220
$59K 0.02%
652
221
$59K 0.02%
650
222
$57K 0.02%
328
-17
223
$56K 0.02%
500
224
$54K 0.02%
2,100
-400
225
$54K 0.02%
160
-7
7 8
9
10 11