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
101
$415K 0.13%
1,648
-303
102
$413K 0.13%
728
103
$403K 0.13%
6,905
+295
104
$400K 0.13%
4,923
-177
105
$397K 0.13%
2,380
106
$396K 0.13%
2,502
+619
107
$394K 0.13%
7,550
108
$388K 0.12%
7,704
-337
109
$388K 0.12%
8,250
110
$386K 0.12%
2,755
+130
111
$385K 0.12%
6,501
+90
112
$366K 0.12%
8,066
113
$365K 0.12%
215
114
$362K 0.12%
3,506
-500
115
$353K 0.11%
2,120
-80
116
$346K 0.11%
1,137
-15
117
$344K 0.11%
5,900
118
$342K 0.11%
5,478
-128
119
$334K 0.11%
1,146
120
$326K 0.1%
820
-100
121
$323K 0.1%
17,363
122
$322K 0.1%
1,003
123
$317K 0.1%
2,155
124
$310K 0.1%
1,596
125
$308K 0.1%
3,005
3 4
5
6 7