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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
401
$6K ﹤0.01%
+90
402
$6K ﹤0.01%
262
403
$6K ﹤0.01%
12
404
$6K ﹤0.01%
58
405
$5K ﹤0.01%
34
406
$5K ﹤0.01%
26
407
$5K ﹤0.01%
+40
408
$5K ﹤0.01%
150
409
$5K ﹤0.01%
101
-67
410
$5K ﹤0.01%
8
411
$5K ﹤0.01%
16
412
$5K ﹤0.01%
18
413
$5K ﹤0.01%
350
414
$5K ﹤0.01%
240
415
$4K ﹤0.01%
166
416
$4K ﹤0.01%
350
417
$4K ﹤0.01%
10
418
$4K ﹤0.01%
170
419
$4K ﹤0.01%
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420
$4K ﹤0.01%
100
421
$3K ﹤0.01%
18
422
$3K ﹤0.01%
417
423
$3K ﹤0.01%
200
424
$3K ﹤0.01%
+219
425
$3K ﹤0.01%
+60
15 16
17
18 19