CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.24M
3
+$1.21M
4
KRC icon
Kilroy Realty
KRC
+$1.03M
5
GRNB icon
VanEck Green Bond ETF
GRNB
+$976K

Top Sells

1
+$8.34M
2
+$1.43M
3
+$586K
4
HIFS icon
Hingham Institution for Saving
HIFS
+$555K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$433K

Sector Composition

1 Healthcare 18.97%
2 Technology 17.22%
3 Consumer Staples 15.61%
4 Real Estate 11.56%
5 Financials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86K 0.03%
2,400
227
$82K 0.03%
3,805
228
$80K 0.03%
300
229
$78K 0.02%
+7,000
230
$78K 0.02%
160
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231
$77K 0.02%
383
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232
$76K 0.02%
7,500
233
$75K 0.02%
153
234
$75K 0.02%
300
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235
$75K 0.02%
5,500
236
$74K 0.02%
1,110
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237
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238
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239
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240
$70K 0.02%
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241
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500
242
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$66K 0.02%
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244
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245
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246
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500
247
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300
248
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249
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522
250
$62K 0.02%
110
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