CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$2.58M
2
+$1.39M
3
+$1.17M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$1.03M
5
VOD icon
Vodafone
VOD
+$949K

Top Sells

1
+$4.13M
2
+$1.88M
3
+$682K
4
FSLR icon
First Solar
FSLR
+$670K
5
KD icon
Kyndryl
KD
+$576K

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
201
$67K 0.03%
300
202
$67K 0.03%
378
+12
203
$66K 0.03%
456
204
$64K 0.03%
798
-542
205
$63K 0.03%
300
206
$63K 0.03%
7,000
207
$60K 0.03%
150
-10
208
$60K 0.03%
1,362
+84
209
$57K 0.03%
383
210
$56K 0.03%
2,100
211
$55K 0.03%
328
212
$55K 0.03%
153
213
$54K 0.03%
500
214
$54K 0.03%
400
215
$53K 0.02%
516
-55
216
$53K 0.02%
507
217
$53K 0.02%
625
218
$52K 0.02%
500
-94
219
$49K 0.02%
456
+121
220
$49K 0.02%
160
221
$48K 0.02%
1,668
222
$48K 0.02%
659
223
$46K 0.02%
406
224
$46K 0.02%
2,187
+239
225
$45K 0.02%
546
7 8
9
10 11