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
76
$783K 0.25%
4,156
+115
77
$749K 0.24%
5,180
78
$745K 0.24%
7,980
79
$728K 0.23%
3,440
-652
80
$707K 0.23%
4,427
-75
81
$692K 0.22%
7,940
-1,330
82
$676K 0.22%
4,806
-626
83
$671K 0.21%
4,334
-25
84
$622K 0.2%
4,200
-1,050
85
$614K 0.2%
11,930
+255
86
$605K 0.19%
1,683
87
$584K 0.19%
1,163
-126
88
$572K 0.18%
2,472
+129
89
$530K 0.17%
3,883
90
$529K 0.17%
3,232
91
$527K 0.17%
9,598
92
$524K 0.17%
17,800
93
$516K 0.16%
3,813
-154
94
$496K 0.16%
2,380
95
$483K 0.15%
6,150
96
$465K 0.15%
2,251
97
$459K 0.15%
10,950
+6,500
98
$437K 0.14%
1,692
+56
99
$422K 0.13%
2,360
100
$415K 0.13%
54,000
+1,700
2 3
4
5 6