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
276
$43K 0.01%
451
277
$42K 0.01%
440
278
$42K 0.01%
401
279
$41K 0.01%
52
280
$41K 0.01%
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281
$40K 0.01%
2,216
282
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200
283
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535
-81
284
$37K 0.01%
+2,150
285
$36K 0.01%
467
-500
286
$35K 0.01%
320
287
$34K 0.01%
75
288
$33K 0.01%
127
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289
$33K 0.01%
522
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290
$32K 0.01%
225
291
$32K 0.01%
100
292
$31K 0.01%
256
293
$31K 0.01%
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294
$31K 0.01%
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295
$31K 0.01%
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296
$30K 0.01%
600
297
$29K 0.01%
375
298
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760
299
$29K 0.01%
320
300
$27K 0.01%
348
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