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
351
$13K ﹤0.01%
90
352
$13K ﹤0.01%
500
353
$13K ﹤0.01%
108
354
$13K ﹤0.01%
450
355
$13K ﹤0.01%
63
356
$12K ﹤0.01%
+70
357
$12K ﹤0.01%
2,500
358
$12K ﹤0.01%
150
-87
359
$12K ﹤0.01%
385
360
$12K ﹤0.01%
324
361
$11K ﹤0.01%
222
362
$11K ﹤0.01%
85
363
$11K ﹤0.01%
70
-30
364
$11K ﹤0.01%
101
365
$11K ﹤0.01%
26
366
$10K ﹤0.01%
155
-25
367
$10K ﹤0.01%
154
368
$10K ﹤0.01%
60
369
$10K ﹤0.01%
17
370
$10K ﹤0.01%
25
371
$9K ﹤0.01%
257
372
$9K ﹤0.01%
447
373
$9K ﹤0.01%
14
374
$9K ﹤0.01%
+155
375
$9K ﹤0.01%
702
13 14
15
16 17