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

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%
+300
402
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12
403
$6K ﹤0.01%
+90
404
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405
$5K ﹤0.01%
34
406
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407
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+40
408
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150
409
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101
-67
410
$5K ﹤0.01%
8
411
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16
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18
413
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350
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240
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$4K ﹤0.01%
166
416
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100
417
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350
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$4K ﹤0.01%
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$4K ﹤0.01%
98
421
$3K ﹤0.01%
45
422
$3K ﹤0.01%
18
423
$3K ﹤0.01%
417
424
$3K ﹤0.01%
200
425
$3K ﹤0.01%
+219