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
376
$9K ﹤0.01%
+2,180
377
$9K ﹤0.01%
+1,325
378
$9K ﹤0.01%
217
379
$8K ﹤0.01%
35
380
$8K ﹤0.01%
224
381
$8K ﹤0.01%
125
382
$8K ﹤0.01%
249
-15
383
$8K ﹤0.01%
53
384
$8K ﹤0.01%
75
385
$8K ﹤0.01%
74
386
$8K ﹤0.01%
298
387
$8K ﹤0.01%
58
388
$8K ﹤0.01%
702
389
$8K ﹤0.01%
35
-15
390
$8K ﹤0.01%
105
-121
391
$8K ﹤0.01%
32
392
$7K ﹤0.01%
43
393
$7K ﹤0.01%
250
394
$7K ﹤0.01%
500
395
$7K ﹤0.01%
20
396
$7K ﹤0.01%
26
397
$7K ﹤0.01%
11
398
$7K ﹤0.01%
324
399
$6K ﹤0.01%
262
400
$6K ﹤0.01%
27
-60
14 15
16
17 18