CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
26
$3.92M 1.31%
23,985
-894
27
$3.84M 1.28%
106,418
+65
28
$3.82M 1.27%
110,348
+35,831
29
$3.65M 1.21%
54,900
+15,521
30
$3.4M 1.13%
5,292
-73
31
$3.28M 1.09%
527,740
+1,860
32
$3.1M 1.03%
55,326
-1,228
33
$3.02M 1.01%
157,139
+495
34
$2.99M 1%
17,286
-1,383
35
$2.98M 0.99%
36,584
-7,194
36
$2.85M 0.95%
12,647
+266
37
$2.72M 0.9%
23,314
+1,562
38
$2.62M 0.87%
19,621
+14,832
39
$2.45M 0.82%
12,976
-230
40
$2.37M 0.79%
17,620
-824
41
$2.33M 0.78%
3,497
42
$2.32M 0.77%
9,414
43
$2.2M 0.73%
8,967
+84
44
$2.15M 0.71%
118,805
+12,445
45
$2.07M 0.69%
123,300
+1,360
46
$1.95M 0.65%
8,478
-570
47
$1.88M 0.62%
4,524
-918
48
$1.69M 0.56%
39,678
-255
49
$1.65M 0.55%
28,845
50
$1.6M 0.53%
18,396
+2,285
1
2
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