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
201
$67K 0.03%
378
+12
202
$67K 0.03%
300
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%
625
217
$53K 0.02%
507
218
$52K 0.02%
500
-94
219
$49K 0.02%
456
+121
220
$49K 0.02%
160
221
$48K 0.02%
659
222
$48K 0.02%
1,668
223
$46K 0.02%
2,187
+239
224
$46K 0.02%
406
225
$45K 0.02%
552
-100
7 8
9
10 11