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
$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
1
$11.3M 4.68%
82,760
-1,557
2
$9.09M 3.76%
166,966
-7,664
3
$8.52M 3.52%
185,795
+2,828
4
$8M 3.31%
513,236
+47,127
5
$6.97M 2.88%
399,229
-6,718
6
$6.86M 2.84%
488,835
+237,615
7
$6.46M 2.67%
289,749
-14,076
8
$5.41M 2.23%
108,046
-38,338
9
$5.37M 2.22%
212,149
+10,743
10
$5.37M 2.22%
86,015
+40,322
11
$5.2M 2.15%
137,412
+22,926
12
$5.18M 2.14%
243,160
-108
13
$4.6M 1.9%
177,378
+62,734
14
$4.51M 1.87%
25,436
-299
15
$4.5M 1.86%
59,600
-26,242
16
$4.28M 1.77%
153,108
+17,554
17
$4.26M 1.76%
152,607
+11,598
18
$3.73M 1.54%
13,154
-163
19
$3.58M 1.48%
116,110
-503
20
$3.56M 1.47%
16,940
-215
21
$3.54M 1.46%
44,117
-7,463
22
$3.49M 1.44%
24,700
-1,391
23
$3.45M 1.43%
172,669
+19,130
24
$3.41M 1.41%
23,709
-75
25
$3.4M 1.4%
77,095
-1,355
1
2 3 4 5