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
426
$3K ﹤0.01%
+60
427
$3K ﹤0.01%
50
428
$3K ﹤0.01%
12
429
$3K ﹤0.01%
20
+12
430
$3K ﹤0.01%
+325
431
$2K ﹤0.01%
20
432
$2K ﹤0.01%
25
433
$2K ﹤0.01%
1
434
$2K ﹤0.01%
23
435
$2K ﹤0.01%
+173
436
$2K ﹤0.01%
59
437
$2K ﹤0.01%
50
438
$2K ﹤0.01%
40
439
$2K ﹤0.01%
+10
440
$2K ﹤0.01%
+666
441
$1K ﹤0.01%
50
442
$1K ﹤0.01%
30
443
$1K ﹤0.01%
1
444
$1K ﹤0.01%
100
445
$1K ﹤0.01%
650
-7,950
446
– –
0
447
– –
-71
448
– –
-89
449
– –
-383
450
– –
-350
16 17
18
19 20