CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
1
$10.1M 4.33%
324,492
+7,748
2
$6.16M 2.64%
61,257
+1,790
3
$5.94M 2.55%
153,992
+840
4
$5.61M 2.4%
99,073
+18,254
5
$5.55M 2.38%
90,802
-1,575
6
$5.09M 2.18%
59,404
-2,609
7
$5.06M 2.17%
101,876
-2,535
8
$4.99M 2.14%
181,344
+1,430
9
$4.66M 2%
47,973
-832
10
$4.5M 1.93%
123,746
+45
11
$4.46M 1.91%
69,558
-13,868
12
$4.34M 1.86%
261,038
+6,050
13
$4.3M 1.84%
115,646
-326
14
$4.29M 1.84%
167,908
+48,529
15
$4.29M 1.84%
52,294
+8,669
16
$3.91M 1.68%
40,344
-1,245
17
$3.88M 1.66%
+98,528
18
$3.86M 1.66%
33,384
-3,593
19
$3.83M 1.64%
27,803
+203
20
$3.81M 1.63%
92,078
-16,190
21
$3.63M 1.56%
32,527
-1,777
22
$3.6M 1.54%
68,425
+125
23
$3.54M 1.52%
45,981
-640
24
$3.47M 1.49%
71,931
-1,650
25
$3.06M 1.31%
85,563
+5,180
1
2 3 4 5