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
$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%
312
302
$27K 0.01%
840
303
$27K 0.01%
348
304
$26K 0.01%
5,000
305
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66
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306
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307
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5,000
+2,000
309
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40
310
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341
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311
$24K 0.01%
510
-32
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523
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120
314
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315
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316
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175
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72
325
$20K 0.01%
51
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