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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
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
+$1.86M
2
+$1.44M
3
+$1.23M
4
KRC icon
Kilroy Realty
KRC
+$1.06M
5
GRNB icon
VanEck Green Bond ETF
GRNB
+$979K

Top Sells

1
+$8.34M
2
+$1.43M
3
+$575K
4
HIFS icon
Hingham Institution for Saving
HIFS
+$498K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$470K

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
326
$20K 0.01%
72
327
$20K 0.01%
425
328
$19K 0.01%
+1,072
329
$19K 0.01%
200
330
$19K 0.01%
89
+45
331
$18K 0.01%
374
-475
332
$18K 0.01%
246
333
$18K 0.01%
+900
334
$18K 0.01%
50
-17
335
$17K 0.01%
+245
336
$17K 0.01%
100
337
$17K 0.01%
250
338
$16K 0.01%
+233
339
$16K 0.01%
96
340
$16K 0.01%
240
341
$16K 0.01%
+439
342
$15K 0.01%
51
343
$15K 0.01%
375
344
$15K 0.01%
270
-152
345
$14K ﹤0.01%
97
346
$14K ﹤0.01%
49
347
$14K ﹤0.01%
128
348
$14K ﹤0.01%
+155
349
$13K ﹤0.01%
36
350
$13K ﹤0.01%
90
12 13
14
15 16