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
301
$27K 0.01%
840
302
$27K 0.01%
312
303
$27K 0.01%
400
-328
304
$26K 0.01%
142
305
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66
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306
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5,000
307
$25K 0.01%
341
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308
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40
309
$25K 0.01%
5,000
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310
$25K 0.01%
140
311
$24K 0.01%
510
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312
$23K 0.01%
146
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313
$23K 0.01%
450
314
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385
315
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120
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$23K 0.01%
523
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$22K 0.01%
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318
$21K 0.01%
115
319
$21K 0.01%
575
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$21K 0.01%
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$20K 0.01%
425
323
$20K 0.01%
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-200
324
$20K 0.01%
51
325
$20K 0.01%
72
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