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
251
$61K 0.02%
471
252
$61K 0.02%
500
253
$61K 0.02%
2,875
254
$60K 0.02%
3,795
255
$60K 0.02%
582
256
$56K 0.02%
480
+1
257
$54K 0.02%
59
258
$54K 0.02%
1,500
259
$52K 0.02%
623
260
$52K 0.02%
100
261
$52K 0.02%
568
262
$50K 0.02%
685
-1,330
263
$49K 0.02%
5,000
-10,000
264
$48K 0.02%
1,459
265
$48K 0.02%
659
266
$48K 0.02%
135
267
$46K 0.01%
300
268
$46K 0.01%
815
-32
269
$46K 0.01%
1,698
270
$46K 0.01%
3,300
-6,200
271
$45K 0.01%
1,392
272
$44K 0.01%
212
273
$44K 0.01%
85
274
$44K 0.01%
763
275
$44K 0.01%
474
9 10
11
12 13