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
51
$1.55M 0.5%
5,809
52
$1.52M 0.49%
10,520
53
$1.47M 0.47%
8,437
-70
54
$1.45M 0.46%
25,848
55
$1.45M 0.46%
14,474
-2,116
56
$1.34M 0.43%
12,729
-150
57
$1.21M 0.39%
10,050
58
$1.21M 0.39%
+66,570
59
$1.2M 0.38%
13,721
60
$1.14M 0.37%
4,139
-150
61
$1.08M 0.34%
4,678
62
$993K 0.32%
7,309
+70
63
$981K 0.31%
13,645
-460
64
$976K 0.31%
18,782
-685
65
$970K 0.31%
11,530
-250
66
$947K 0.3%
21,235
-2,115
67
$919K 0.29%
3,830
-1,583
68
$917K 0.29%
15,535
+205
69
$911K 0.29%
6,137
70
$880K 0.28%
11,477
-758
71
$877K 0.28%
18,370
-500
72
$855K 0.27%
1,800
73
$852K 0.27%
5,060
74
$844K 0.27%
15,726
75
$784K 0.25%
2,621
1 2
3
4 5